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Allegiance Financial Group Advisory Services’s IBM IBM Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-1,201
Closed -$356K – 208
2025
Q4 		$356K Buy
1,201
+7
+0.6% +$2.1K 0.07% 106
2025
Q3 		$337K Buy
+1,194
New +$313K 0.08% 103
2025
Q2 		– Sell
-911
Closed -$226K – 170
2025
Q1 		$226K Buy
+911
New +$223K 0.07% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allegiance Financial Group Advisory Services's IBM Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services sold out of IBM (IBM) in Q1 2026, closing a stake of 1,201 shares — an estimated $356K sold.

Allegiance Financial Group Advisory Services first reported a position in IBM in Q1 2025 and held it in 3 quarters. The position peaked at $356K in Q4 2025. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,201 IBM shares in Q1 2026, an estimated $356K.
  • Allegiance Financial Group Advisory Services first reported a position in IBM in Q1 2025 and held it in 3 quarters.
  • Allegiance Financial Group Advisory Services's IBM position peaked at $356K in Q4 2025.
  • 3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.