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Allegheny Financial Group’s IBM IBM Stock Holding History

Allegheny 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 		$3.53M Buy
12,550
+616
+5% +$155K 0.37% 46
2026
Q1 		$2.89M Sell
11,934
-38
-0.3% -$10.3K 0.39% 45
2025
Q4 		$3.55M Sell
11,972
-30
-0.2% -$8.98K 0.53% 34
2025
Q3 		$3.39M Sell
12,002
-48
-0.4% -$12.6K 0.63% 27
2025
Q2 		$3.55M Sell
12,050
-163
-1% -$42K 0.79% 20
2025
Q1 		$3.04M Sell
12,213
-344
-3% -$84.1K 0.78% 21
2024
Q4 		$2.76M Sell
12,557
-2,559
-17% -$570K 0.71% 26
2024
Q3 		$3.34M Buy
15,116
+3,388
+29% +$664K 0.83% 18
2024
Q2 		$2.03M Buy
11,728
+616
+6% +$107K 0.58% 27
2024
Q1 		$2.12M Sell
11,112
-934
-8% -$170K 0.65% 24
2023
Q4 		$1.97M Sell
12,046
-85
-0.7% -$12.8K 0.63% 28
2023
Q3 		$1.7M Buy
12,131
+505
+4% +$71.9K 0.64% 28
2023
Q2 		$1.56M Sell
11,626
-301
-3% -$38.8K 0.74% 26
2023
Q1 		$1.56M Buy
11,927
+124
+1% +$16.6K 0.63% 29
2022
Q4 		$1.66M Buy
11,803
+46
+0.4% +$6.34K 0.7% 29
2022
Q3 		$1.4M Sell
11,757
-1
-0% -$131 0.66% 26
2022
Q2 		$1.66M Buy
11,758
+22
+0.2% +$2.97K 0.77% 26
2022
Q1 		$1.53M Buy
11,736
+231
+2% +$30.1K 0.65% 32
2021
Q4 		$1.54M Sell
11,505
-402
-3% -$50.4K 0.61% 32
2021
Q3 		$1.58M Sell
11,907
-8
-0.1% -$1.07K 0.72% 33
2021
Q2 		$1.67M Buy
11,915
+69
+0.6% +$9.44K 0.76% 31
2021
Q1 		$1.51M Sell
11,846
-76
-0.6% -$9.1K 1.1% 18
2020
Q4 		$1.44M Buy
+11,922
New +$1.38M 0.77% 27

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 $3.37T AUM 44.26% 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

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

Allegheny Financial Group increased its IBM (IBM) stake by 5.2% in Q2 2026, buying an estimated $155K and bringing the position to 12,550 shares worth $3.53M. The position accounts for 0.37% of the portfolio, ranked #46.

Allegheny Financial Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.55M in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Allegheny Financial Group held 12,550 shares of IBM worth $3.53M as of Q2 2026.
  • Allegheny Financial Group bought 616 IBM shares in Q2 2026, an estimated $155K.
  • IBM made up 0.37% of Allegheny Financial Group's portfolio in Q2 2026, its #46 holding.
  • Allegheny Financial Group first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's IBM position peaked at $3.55M in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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