Alchemi Wealth’s IBM IBM Stock Holding History

Alchemi 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	$443K	Sell	1,575 -131	-8%	-$33K	0.21%	100
2026 Q1	$414K	Hold	1,706	–	–	0.23%	98
2025 Q4	$506K	Buy	+1,706	New	+$511K	0.28%	85

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alchemi Wealth's IBM Position: Q2 2026 in Review

Alchemi Wealth reduced its IBM (IBM) stake by 7.7% in Q2 2026, selling an estimated $33K and leaving 1,575 shares worth $443K. The position accounts for 0.21% of the portfolio, ranked #100.

Alchemi Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $506K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Alchemi Wealth held 1,575 shares of IBM worth $443K as of Q2 2026.
Alchemi Wealth sold 131 IBM shares in Q2 2026, an estimated $33K.
IBM made up 0.21% of Alchemi Wealth's portfolio in Q2 2026, its #100 holding.
Alchemi Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
Alchemi Wealth's IBM position peaked at $506K in Q4 2025.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.