Alliance Wealth Advisors (Utah)’s IBM IBM Stock Holding History

Alliance Wealth Advisors (Utah)’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	$1.01M	Sell	3,575 -1,720	-32%	-$433K	0.19%	70
2026 Q1	$1.28M	Sell	5,295 -4,261	-45%	-$1.15M	0.28%	69
2025 Q4	$2.83M	Sell	9,556 -4,725	-33%	-$1.42M	0.61%	43
2025 Q3	$4.03M	Sell	14,281 -95	-0.7%	-$24.9K	0.94%	28
2025 Q2	$4.24M	Buy	14,376 +393	+3%	+$101K	1.02%	24
2025 Q1	$3.48M	Sell	13,983 -1,444	-9%	-$353K	0.91%	37
2024 Q4	$3.39M	Buy	15,427 +281	+2%	+$62.6K	0.88%	35
2024 Q3	$3.35M	Buy	15,146 +913	+6%	+$179K	0.88%	42
2024 Q2	$2.46M	Buy	14,233 +99	+0.7%	+$17.2K	0.72%	47
2024 Q1	$2.7M	Sell	14,134 -253	-2%	-$46.2K	0.8%	43
2023 Q4	$2.35M	Sell	14,387 -204	-1%	-$30.8K	0.79%	42
2023 Q3	$2.05M	Buy	14,591 +478	+3%	+$68K	0.76%	41
2023 Q2	$1.89M	Buy	14,113 +449	+3%	+$57.9K	0.7%	50
2023 Q1	$1.79M	Buy	13,664 +603	+5%	+$80.7K	0.72%	44
2022 Q4	$1.84M	Buy	+13,061	New	+$1.8M	0.83%	38

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IBM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its IBM (IBM) stake by 32% in Q2 2026, selling an estimated $433K and leaving 3,575 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #70.

Alliance Wealth Advisors (Utah) first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.24M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Alliance Wealth Advisors (Utah) held 3,575 shares of IBM worth $1.01M as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 1,720 IBM shares in Q2 2026, an estimated $433K.
IBM made up 0.19% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #70 holding.
Alliance Wealth Advisors (Utah) first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Alliance Wealth Advisors (Utah)'s IBM position peaked at $4.24M in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.