Align Financial’s IBM IBM Stock Holding History

Align Financial’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	$30.1K	Hold	107	–	–	0.01%	197
2026 Q1	$25.9K	Sell	107 -31,587	-100%	-$8.55M	0.01%	205
2025 Q4	$31.7K	Buy	+31,694	New	+$9.49M	0.02%	193

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

Align Financial's IBM Position: Q2 2026 in Review

Align Financial held its IBM (IBM) position steady in Q2 2026 at 107 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Align Financial first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.7K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Align Financial held 107 shares of IBM worth $30.1K as of Q2 2026.
Align Financial left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of Align Financial's portfolio in Q2 2026, its #197 holding.
Align Financial first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
Align Financial's IBM position peaked at $31.7K in Q4 2025.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.