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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
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 $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

Alesco Advisors's IBM Position: Q1 2026 in Review

Alesco Advisors increased its IBM (IBM) stake by 67% in Q1 2026, buying an estimated $276K and bringing the position to 2,537 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #157.

Alesco Advisors first reported a position in IBM in Q4 2016 and has held it in 6 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Alesco Advisors held 2,537 shares of IBM worth $615K as of Q1 2026.
  • Alesco Advisors bought 1,021 IBM shares in Q1 2026, an estimated $276K.
  • IBM made up 0.02% of Alesco Advisors's portfolio in Q1 2026, its #157 holding.
  • Alesco Advisors first reported a position in IBM in Q4 2016 and has held it in 6 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Alesco Advisors's 13F filing for Q1 2026, filed 13 May 2026.