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Allen Capital Group’s IBM IBM Stock Holding History

Allen Capital 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 		$1.42M Sell
5,045
-309
-6% -$77.9K 0.12% 123
2026
Q1 		$1.3M Buy
5,354
+33
+0.6% +$8.93K 0.12% 120
2025
Q4 		$1.58M Buy
5,321
+229
+4% +$68.6K 0.14% 102
2025
Q3 		$1.44M Sell
5,092
-155
-3% -$40.6K 0.14% 106
2025
Q2 		$1.55M Buy
5,247
+56
+1% +$14.4K 0.16% 98
2025
Q1 		$1.29M Sell
5,191
-17,826
-77% -$4.36M 0.15% 102
2024
Q4 		$5.06M Buy
23,017
+771
+3% +$172K 0.61% 44
2024
Q3 		$4.92M Buy
22,246
+408
+2% +$80K 0.61% 40
2024
Q2 		$3.78M Buy
21,838
+420
+2% +$73K 0.52% 44
2024
Q1 		$4.09M Sell
21,418
-1,087
-5% -$198K 0.58% 42
2023
Q4 		$3.68M Sell
22,505
-1,441
-6% -$218K 0.58% 40
2023
Q3 		$3.37M Sell
23,946
-991
-4% -$141K 0.6% 39
2023
Q2 		$3.34M Sell
24,937
-881
-3% -$114K 0.57% 41
2023
Q1 		$3.38M Buy
+25,818
New +$3.45M 0.61% 36
2022
Q4 		– Sell
-21,445
Closed -$2.55M – 85
2022
Q3 		$2.55M Buy
21,445
+1,607
+8% +$211K 0.58% 36
2022
Q2 		$2.8M Buy
19,838
+888
+5% +$120K 0.57% 36
2022
Q1 		$2.46M Buy
18,950
+816
+4% +$106K 0.47% 44
2021
Q4 		$2.42M Buy
18,134
+670
+4% +$84K 0.39% 51
2021
Q3 		$2.32M Buy
17,464
+1,925
+12% +$257K 0.47% 51
2021
Q2 		$2.18M Buy
15,539
+570
+4% +$77.9K 0.44% 54
2021
Q1 		$1.91M Buy
+14,969
New +$1.79M 0.42% 51
2019
Q2 		– Sell
-3,016
Closed -$407K – 126
2019
Q1 		$407K Sell
3,016
-159
-5% -$20.3K 0.13% 93
2018
Q4 		$376K Buy
3,175
+452
+17% +$54.2K 0.13% 95
2018
Q3 		$394K Sell
2,723
-79
-3% -$11K 0.13% 95
2018
Q2 		$374K Sell
2,802
-177
-6% -$24.7K 0.14% 90
2018
Q1 		$437K Buy
2,979
+88
+3% +$13.3K 0.17% 82
2017
Q4 		$424K Buy
+2,891
New +$420K 0.18% 77

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Allen Capital Group's IBM Position: Q2 2026 in Review

Allen Capital Group reduced its IBM (IBM) stake by 5.8% in Q2 2026, selling an estimated $77.9K and leaving 5,045 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #123.

Allen Capital Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.06M in Q4 2024. 1,874 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Allen Capital Group held 5,045 shares of IBM worth $1.42M as of Q2 2026.
  • Allen Capital Group sold 309 IBM shares in Q2 2026, an estimated $77.9K.
  • IBM made up 0.12% of Allen Capital Group's portfolio in Q2 2026, its #123 holding.
  • Allen Capital Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since.
  • Allen Capital Group's IBM position peaked at $5.06M in Q4 2024.
  • 1,874 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.