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Allen Mooney & Barnes Investment Advisors’s IBM IBM Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$1.59M Sell
5,648
-35,575
-86% -$8.96M 0.24% 61
2026
Q1 		$9.99M Sell
41,223
-89
-0.2% -$24.1K 1.44% 32
2025
Q4 		$12.2M Buy
41,312
+381
+0.9% +$114K 1.84% 24
2025
Q3 		$11.5M Buy
40,931
+517
+1% +$135K 1.8% 28
2025
Q2 		$11.9M Sell
40,414
-75
-0.2% -$19.3K 1.96% 22
2025
Q1 		$10.1M Sell
40,489
-1,136
-3% -$278K 1.64% 30
2024
Q4 		$9.15M Sell
41,625
-1,121
-3% -$250K 1.54% 28
2024
Q3 		$9.45M Sell
42,746
-1,641
-4% -$322K 1.61% 27
2024
Q2 		$7.68M Sell
44,387
-19
-0% -$3.3K 1.37% 28
2024
Q1 		$8.26M Sell
44,406
-174
-0.4% -$31.7K 1.58% 26
2023
Q4 		$7.29M Buy
44,580
+398
+0.9% +$60.1K 1.39% 29
2023
Q3 		$6.2M Buy
44,182
+1,703
+4% +$242K 1.32% 29
2023
Q2 		$5.68M Buy
42,479
+2,268
+6% +$293K 1.26% 29
2023
Q1 		$5.27M Buy
40,211
+273
+0.7% +$36.5K 1.26% 30
2022
Q4 		$5.63M Buy
39,938
+67
+0.2% +$9.24K 1.35% 30
2022
Q3 		$4.74M Buy
39,871
+1,383
+4% +$181K 1.27% 32
2022
Q2 		$5.43M Buy
38,488
+1,741
+5% +$235K 1.39% 31
2022
Q1 		$4.78M Buy
+36,747
New +$4.79M 1.06% 37

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

Allen Mooney & Barnes Investment Advisors's IBM Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its IBM (IBM) stake by 86% in Q2 2026, selling an estimated $8.96M and leaving 5,648 shares worth $1.59M. The position accounts for 0.24% of the portfolio, ranked #61.

Allen Mooney & Barnes Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.2M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 5,648 shares of IBM worth $1.59M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 35,575 IBM shares in Q2 2026, an estimated $8.96M.
  • IBM made up 0.24% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's IBM position peaked at $12.2M in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.