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Alesco Advisors’s IBM IBM Stock Holding History

Alesco Advisors’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 		$749K Buy
2,663
+126
+5% +$31.7K 0.02% 134
2026
Q1 		$615K Buy
2,537
+1,021
+67% +$276K 0.02% 157
2025
Q4 		$449K Sell
1,516
-88
-5% -$26.4K 0.01% 144
2025
Q3 		$453K Buy
1,604
+377
+31% +$98.7K 0.01% 142
2025
Q2 		$362K Buy
1,227
+2
+0.2% +$515 0.01% 149
2025
Q1 		$305K Buy
+1,225
New +$300K 0.01% 152
2017
Q1 		– Sell
-1,302
Closed -$207K – 114
2016
Q4 		$207K Buy
+1,302
New +$198K 0.02% 106

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

Alesco Advisors's IBM Position: Q2 2026 in Review

Alesco Advisors increased its IBM (IBM) stake by 5% in Q2 2026, buying an estimated $31.7K and bringing the position to 2,663 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #134.

Alesco Advisors first reported a position in IBM in Q4 2016 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Alesco Advisors held 2,663 shares of IBM worth $749K as of Q2 2026.
  • Alesco Advisors bought 126 IBM shares in Q2 2026, an estimated $31.7K.
  • IBM made up 0.02% of Alesco Advisors's portfolio in Q2 2026, its #134 holding.
  • Alesco Advisors first reported a position in IBM in Q4 2016 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.