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Mine & Arao Wealth Creation & Management’s IBM IBM Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q1 		$424K Hold
1,749
– – 0.18% 51
2025
Q4 		$518K Hold
1,749
– – 0.2% 49
2025
Q3 		$493K Buy
1,749
+349
+25% +$91.4K 0.2% 48
2025
Q2 		$413K Hold
1,400
– – 0.18% 49
2025
Q1 		$348K Hold
1,400
– – 0.17% 54
2024
Q4 		$308K Sell
1,400
-100
-7% -$22.3K 0.14% 59
2024
Q3 		$332K Hold
1,500
– – 0.15% 60
2024
Q2 		$259K Hold
1,500
– – 0.13% 63
2024
Q1 		$286K Hold
1,500
– – 0.14% 61
2023
Q4 		$245K Hold
1,500
– – 0.13% 67
2023
Q3 		$210K Hold
1,500
– – 0.13% 67
2023
Q2 		$201K Hold
1,500
– – 0.12% 73
2023
Q1 		$197K Hold
1,500
– – 0.13% 69
2022
Q4 		$211K Sell
1,500
-500
-25% -$69K 0.16% 67
2022
Q3 		$237K Buy
+2,000
New +$262K 0.17% 61
2021
Q4 		– Sell
-52
Closed -$7K – 321
2021
Q3 		$7K Hold
52
– – ﹤0.01% 241
2021
Q2 		$7K Hold
52
– – ﹤0.01% 235
2021
Q1 		$7K Hold
52
– – ﹤0.01% 225
2020
Q4 		$6K Hold
52
– – ﹤0.01% 230
2020
Q3 		$6K Hold
52
– – ﹤0.01% 217
2020
Q2 		$6K Hold
52
– – 0.01% 200
2020
Q1 		$6K Hold
52
– – 0.01% 198
2019
Q4 		$7K Buy
+52
New +$6.76K 0.01% 206

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IBM Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management held its IBM (IBM) position steady in Q1 2026 at 1,749 shares worth $424K. The position accounts for 0.18% of the portfolio, ranked #51.

Mine & Arao Wealth Creation & Management first reported a position in IBM in Q4 2019 and has held it in 23 quarters since. The position peaked at $518K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 1,749 shares of IBM worth $424K as of Q1 2026.
  • Mine & Arao Wealth Creation & Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.18% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #51 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in IBM in Q4 2019 and has held it in 23 quarters since.
  • Mine & Arao Wealth Creation & Management's IBM position peaked at $518K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.