Albion Financial Group’s IBM IBM Stock Holding History

Albion Financial Group’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	$1.63M	Hold	5,808	–	–	0.09%	89
2026 Q1	$1.41M	Sell	5,808 -199	-3%	-$53.8K	0.09%	92
2025 Q4	$1.78M	Sell	6,007 -572	-9%	-$171K	0.11%	85
2025 Q3	$1.86M	Buy	6,579 +515	+8%	+$135K	0.11%	83
2025 Q2	$1.79M	Sell	6,064 -255	-4%	-$65.7K	0.12%	87
2025 Q1	$1.57M	Sell	6,319 -6	-0.1%	-$1.47K	0.11%	93
2024 Q4	$1.39M	Hold	6,325	–	–	0.1%	99
2024 Q3	$1.4M	Sell	6,325 -369	-6%	-$72.4K	0.1%	102
2024 Q2	$1.16M	Sell	6,694 -21	-0.3%	-$3.65K	0.09%	103
2024 Q1	$1.28M	Hold	6,715	–	–	0.1%	95
2023 Q4	$1.1M	Sell	6,715 -59	-0.9%	-$8.91K	0.09%	104
2023 Q3	$950K	Sell	6,774 -25,824	-79%	-$3.67M	0.09%	104
2023 Q2	$4.36M	Sell	32,598 -2,417	-7%	-$312K	0.38%	57
2023 Q1	$4.59M	Buy	35,015 +824	+2%	+$110K	0.42%	52
2022 Q4	$4.82M	Sell	34,191 -793	-2%	-$109K	0.47%	49
2022 Q3	$4.16M	Buy	34,984 +123	+0.4%	+$16.1K	0.43%	52
2022 Q2	$4.92M	Buy	34,861 +418	+1%	+$56.4K	0.49%	49
2022 Q1	$4.48M	Buy	34,443 +3,956	+13%	+$516K	0.38%	56
2021 Q4	$4.08M	Sell	30,487 -8,075	-21%	-$1.01M	0.32%	64
2021 Q3	$5.12M	Buy	38,562 +2,275	+6%	+$304K	0.45%	50
2021 Q2	$5.08M	Buy	+36,287	New	+$4.96M	0.44%	51
2020 Q4	$3.28M	Sell	27,244 -906	-3%	-$105K	0.32%	66
2020 Q3	$3.27M	Sell	28,150 -228	-0.8%	-$26.8K	0.35%	57
2020 Q2	$3.28M	Buy	28,378 +4,267	+18%	+$496K	0.39%	53
2020 Q1	$2.56M	Buy	24,111 +9,298	+63%	+$1.18M	0.37%	49
2019 Q4	$1.9M	Sell	14,813 -6,517	-31%	-$847K	0.23%	71
2019 Q3	$2.96M	Buy	21,330 +3,359	+19%	+$453K	0.38%	58
2019 Q2	$2.37M	Buy	17,971 +3,614	+25%	+$475K	0.31%	62
2019 Q1	$1.94M	Buy	14,357 +4,665	+48%	+$595K	0.26%	69
2018 Q4	$1.05M	Sell	9,692 -9,629	-50%	-$1.16M	0.16%	88
2018 Q3	$2.79M	Buy	19,321 +294	+2%	+$41.1K	0.38%	57
2018 Q2	$2.54M	Buy	19,027 +7,672	+68%	+$1.07M	0.37%	58
2018 Q1	$1.67M	Buy	+11,355	New	+$1.72M	0.26%	68
2017 Q4	–	Sell	-2,896	Closed	-$402K	–	194
2017 Q3	$402K	Hold	2,896	–	–	0.06%	138
2017 Q2	$426K	Sell	2,896 -112	-4%	-$16.9K	0.07%	134
2017 Q1	$501K	Buy	+3,008	New	+$504K	0.08%	124

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Albion Financial Group's IBM Position: Q2 2026 in Review

Albion Financial Group held its IBM (IBM) position steady in Q2 2026 at 5,808 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #89.

Albion Financial Group first reported a position in IBM in Q1 2017 and has held it in 36 quarters since. The position peaked at $5.12M in Q3 2021. 1,249 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Albion Financial Group held 5,808 shares of IBM worth $1.63M as of Q2 2026.
Albion Financial Group left its IBM share count unchanged in Q2 2026.
IBM made up 0.09% of Albion Financial Group's portfolio in Q2 2026, its #89 holding.
Albion Financial Group first reported a position in IBM in Q1 2017 and has held it in 36 quarters since.
Albion Financial Group's IBM position peaked at $5.12M in Q3 2021.
1,249 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.