Allen Investment Management’s IBM IBM Stock Holding History

Allen Investment Management’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	–	Sell	-15,000	Closed	-$3.64M	–	231
2026 Q1	$3.64M	Hold	15,000	–	–	0.05%	109
2025 Q4	$4.44M	Hold	15,000	–	–	0.05%	97
2025 Q3	$4.23M	Hold	15,000	–	–	0.05%	98
2025 Q2	$4.42M	Hold	15,000	–	–	0.05%	93
2025 Q1	$3.73M	Hold	15,000	–	–	0.04%	95
2024 Q4	$3.3M	Hold	15,000	–	–	0.04%	99
2024 Q3	$3.32M	Hold	15,000	–	–	0.04%	100
2024 Q2	$2.59M	Hold	15,000	–	–	0.03%	110
2024 Q1	$2.86M	Hold	15,000	–	–	0.04%	97
2023 Q4	$2.45M	Hold	15,000	–	–	0.03%	104
2023 Q3	$2.1M	Hold	15,000	–	–	0.03%	103
2023 Q2	$2.01M	Hold	15,000	–	–	0.03%	103
2023 Q1	$1.97M	Hold	15,000	–	–	0.03%	100
2022 Q4	$2.11M	Hold	15,000	–	–	0.03%	95
2022 Q3	$1.78M	Hold	15,000	–	–	0.03%	108
2022 Q2	$2.12M	Hold	15,000	–	–	0.03%	103
2022 Q1	$1.95M	Hold	15,000	–	–	0.03%	114
2021 Q4	$2M	Buy	+15,000	New	+$1.88M	0.03%	115
2016 Q4	–	Sell	-1,413	Closed	-$215K	–	215
2016 Q3	$215K	Hold	1,413	–	–	0.01%	196
2016 Q2	$205K	Hold	1,413	–	–	0.01%	201
2016 Q1	$205K	Buy	+1,413	New	+$180K	0.02%	189
2014 Q4	–	Sell	-2,255	Closed	-$409K	–	239
2014 Q3	$409K	Sell	2,255 -4,103	-65%	-$748K	0.03%	140
2014 Q2	$1.1M	Hold	6,358	–	–	0.12%	74
2014 Q1	$1.17M	Sell	6,358 -68	-1%	-$12K	0.18%	67
2013 Q4	$1.15M	Hold	6,426	–	–	0.24%	55
2013 Q3	$1.14M	Buy	6,426 +419	+7%	+$76.2K	0.31%	42
2013 Q2	$1.1M	Buy	+6,007	New	+$1.17M	0.42%	37

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

Allen Investment Management's IBM Position: Q2 2026 in Review

Allen Investment Management sold out of IBM (IBM) in Q2 2026, closing a stake of 15,000 shares — an estimated $3.64M sold.

Allen Investment Management first reported a position in IBM in Q2 2013 and held it in 27 quarters. The position peaked at $4.44M in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Allen Investment Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Allen Investment Management sold 15,000 IBM shares in Q2 2026, an estimated $3.64M.
Allen Investment Management first reported a position in IBM in Q2 2013 and held it in 27 quarters.
Allen Investment Management's IBM position peaked at $4.44M in Q4 2025.
3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.