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Advisory Alpha’s IBM IBM Stock Holding History

Advisory Alpha’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 		$2.88M Sell
10,236
-233
-2% -$58.7K 0.07% 113
2026
Q1 		$2.54M Buy
10,469
+283
+3% +$76.6K 0.07% 110
2025
Q4 		$3.02M Buy
10,186
+1,351
+15% +$405K 0.08% 95
2025
Q3 		$2.53M Buy
8,835
+991
+13% +$259K 0.07% 99
2025
Q2 		$2.31M Sell
7,844
-534
-6% -$138K 0.07% 102
2025
Q1 		$2.08M Buy
8,378
+1,019
+14% +$249K 0.07% 109
2024
Q4 		$1.62M Sell
7,359
-678
-8% -$151K 0.06% 116
2024
Q3 		$1.78M Buy
8,037
+289
+4% +$56.7K 0.06% 113
2024
Q2 		$1.34M Buy
7,748
+65
+0.8% +$11.3K 0.05% 128
2024
Q1 		$1.47M Buy
7,683
+114
+2% +$20.8K 0.06% 128
2023
Q4 		$1.24M Buy
7,569
+213
+3% +$32.2K 0.06% 129
2023
Q3 		$1.03M Buy
7,356
+3,361
+84% +$478K 0.05% 133
2023
Q2 		$535K Buy
3,995
+280
+8% +$36.1K 0.03% 208
2023
Q1 		$487K Sell
3,715
-122
-3% -$16.3K 0.03% 184
2022
Q4 		$541K Buy
3,837
+167
+5% +$23K 0.04% 162
2022
Q3 		$436K Buy
3,670
+26
+0.7% +$3.41K 0.03% 173
2022
Q2 		$515K Sell
3,644
-26
-0.7% -$3.51K 0.04% 157
2022
Q1 		$477K Buy
3,670
+64
+2% +$8.35K 0.03% 178
2021
Q4 		$482K Buy
3,606
+476
+15% +$59.7K 0.03% 177
2021
Q3 		$416K Sell
3,130
-64
-2% -$8.55K 0.03% 170
2021
Q2 		$448K Buy
+3,194
New +$437K 0.04% 131
2020
Q4 		– Sell
-3,856
Closed -$457K – 335
2020
Q3 		$457K Buy
+3,856
New +$454K 0.1% 48

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Alpha's IBM Position: Q2 2026 in Review

Advisory Alpha reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $58.7K and leaving 10,236 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #113.

Advisory Alpha first reported a position in IBM in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.02M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advisory Alpha held 10,236 shares of IBM worth $2.88M as of Q2 2026.
  • Advisory Alpha sold 233 IBM shares in Q2 2026, an estimated $58.7K.
  • IBM made up 0.07% of Advisory Alpha's portfolio in Q2 2026, its #113 holding.
  • Advisory Alpha first reported a position in IBM in Q3 2020 and has held it in 22 quarters since.
  • Advisory Alpha's IBM position peaked at $3.02M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.