Alliance Wealth Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $528K | Buy |
2,178
+50
| +2% | +$13.5K | 0.12% | 64 |
|
|
2025
Q4 | $630K | Hold |
2,128
| – | – | 0.14% | 60 |
|
|
2025
Q3 | $600K | Buy |
2,128
+50
| +2% | +$13.1K | 0.13% | 63 |
|
|
2025
Q2 | $613K | Hold |
2,078
| – | – | 0.16% | 56 |
|
|
2025
Q1 | $517K | Hold |
2,078
| – | – | 0.14% | 58 |
|
|
2024
Q4 | $457K | Hold |
2,078
| – | – | 0.12% | 59 |
|
|
2024
Q3 | $459K | Buy |
2,078
+1
| +0% | +$196 | 0.12% | 59 |
|
|
2024
Q2 | $359K | Hold |
2,077
| – | – | 0.1% | 64 |
|
|
2024
Q1 | $397K | Buy |
2,077
+672
| +48% | +$123K | 0.12% | 60 |
|
|
2023
Q4 | $230K | Buy |
+1,405
| New | +$212K | 0.07% | 71 |
|
|
2023
Q1 | – | Sell |
-1,463
| Closed | -$206K | – | 75 |
|
|
2022
Q4 | $206K | Buy |
+1,463
| New | +$202K | 0.08% | 70 |
|
|
2022
Q3 | – | Sell |
-1,470
| Closed | -$208K | – | 68 |
|
|
2022
Q2 | $208K | Buy |
+1,470
| New | +$198K | 0.08% | 69 |
|
|
2021
Q3 | – | Sell |
-1,496
| Closed | -$210K | – | 73 |
|
|
2021
Q2 | $210K | Buy |
+1,496
| New | +$205K | 0.07% | 68 |
|
|
2019
Q4 | – | Sell |
-1,492
| Closed | -$207K | – | 60 |
|
|
2019
Q3 | $207K | Sell |
1,492
-89
| -6% | -$12K | 0.1% | 54 |
|
|
2019
Q2 | $208K | Sell |
1,581
-49
| -3% | -$6.44K | 0.1% | 55 |
|
|
2019
Q1 | $220K | Buy |
+1,630
| New | +$208K | 0.12% | 51 |
|
|
2018
Q4 | – | Sell |
-1,674
| Closed | -$242K | – | 54 |
|
|
2018
Q3 | $242K | Buy |
1,674
+133
| +9% | +$18.6K | 0.13% | 50 |
|
|
2018
Q2 | $206K | Sell |
1,541
-626
| -29% | -$87.3K | 0.12% | 57 |
|
|
2018
Q1 | $318K | Buy |
2,167
+749
| +53% | +$113K | 0.15% | 55 |
|
|
2017
Q4 | $207K | Sell |
1,418
-1,419
| -50% | -$206K | 0.1% | 69 |
|
|
2017
Q3 | $390K | Buy |
2,837
+1,419
| +100% | +$198K | 0.1% | 64 |
|
|
2017
Q2 | $207K | Hold |
1,418
| – | – | 0.12% | 63 |
|
|
2017
Q1 | $217K | Sell |
1,418
-565
| -28% | -$94.7K | 0.13% | 63 |
|
|
2016
Q4 | $315K | Hold |
1,983
| – | – | 0.23% | 28 |
|
|
2016
Q3 | $303K | Hold |
1,983
| – | – | 0.21% | 22 |
|
|
2016
Q2 | $289K | Sell |
1,983
-222
| -10% | -$31.8K | 0.2% | 19 |
|
|
2016
Q1 | $320K | Buy |
2,205
+1
| +0% | +$128 | 0.27% | 16 |
|
|
2015
Q4 | $290K | Buy |
+2,204
| New | +$296K | 0.28% | 24 |
|
Other funds holding IBM
VCM
VPM
Alliance Wealth Management Group's IBM Position: Q1 2026 in Review
Alliance Wealth Management Group increased its IBM (IBM) stake by 2.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 2,178 shares worth $528K. The position accounts for 0.12% of the portfolio, ranked #64.
Alliance Wealth Management Group first reported a position in IBM in Q4 2015 and has held it in 28 quarters since. The position peaked at $630K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Alliance Wealth Management Group held 2,178 shares of IBM worth $528K as of Q1 2026.
- Alliance Wealth Management Group bought 50 IBM shares in Q1 2026, an estimated $13.5K.
- IBM made up 0.12% of Alliance Wealth Management Group's portfolio in Q1 2026, its #64 holding.
- Alliance Wealth Management Group first reported a position in IBM in Q4 2015 and has held it in 28 quarters since.
- Alliance Wealth Management Group's IBM position peaked at $630K in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.