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Aurora Private Wealth’s IBM IBM Stock Holding History

Aurora Private Wealth’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Buy
1,553
+282
+22% +$71K 0.28% 87
2026
Q1 		$374K Hold
1,271
– – 0.27% 93
2025
Q4 		$377K Buy
+1,271
New +$381K 0.25% 92
2025
Q2 		$458K Buy
1,553
+7
+0.5% +$1.8K 0.34% 73
2025
Q1 		$384K Buy
1,546
+4
+0.3% +$978 0.31% 84
2024
Q4 		$339K Sell
1,542
-7
-0.5% -$1.56K 0.25% 96
2024
Q3 		$342K Buy
1,549
+4
+0.3% +$784 0.27% 94
2024
Q2 		$267K Sell
1,545
-79
-5% -$13.7K 0.23% 114
2024
Q1 		$308K Buy
1,624
+53
+3% +$9.67K 0.27% 98
2023
Q4 		$257K Buy
+1,571
New +$237K 0.24% 116
2022
Q1 		– Sell
-1,544
Closed -$206K – 204
2021
Q4 		$206K Sell
1,544
-1,491
-49% -$187K 0.09% 188
2021
Q3 		$403K Buy
3,035
+240
+9% +$32.1K 0.16% 125
2021
Q2 		$392K Sell
2,795
-64
-2% -$8.75K 0.16% 125
2021
Q1 		$364K Sell
2,859
-505
-15% -$60.4K 0.15% 130
2020
Q4 		$405K Buy
3,364
+404
+14% +$46.7K 0.17% 127
2020
Q3 		$344K Sell
2,960
-260
-8% -$30.6K 0.15% 124
2020
Q2 		$372K Sell
3,220
-2,228
-41% -$259K 0.17% 107
2020
Q1 		$578K Buy
5,448
+1,234
+29% +$156K 0.2% 108
2019
Q4 		$540K Buy
+4,214
New +$548K 0.19% 92

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Aurora Private Wealth's IBM Position: Q2 2026 in Review

Aurora Private Wealth increased its IBM (IBM) stake by 22% in Q2 2026, buying an estimated $71K and bringing the position to 1,553 shares worth $437K. The position accounts for 0.28% of the portfolio, ranked #87.

Aurora Private Wealth first reported a position in IBM in Q4 2019 and has held it in 19 quarters since. The position peaked at $578K in Q1 2020. 1,456 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aurora Private Wealth held 1,553 shares of IBM worth $437K as of Q2 2026.
  • Aurora Private Wealth bought 282 IBM shares in Q2 2026, an estimated $71K.
  • IBM made up 0.28% of Aurora Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Aurora Private Wealth first reported a position in IBM in Q4 2019 and has held it in 19 quarters since.
  • Aurora Private Wealth's IBM position peaked at $578K in Q1 2020.
  • 1,456 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.