Allied Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.41M | Sell |
5,007
-92
| -2% | -$23.2K | 0.18% | 54 |
|
|
2026
Q1 | $1.24M | Sell |
5,099
-46
| -0.9% | -$12.4K | 0.18% | 51 |
|
|
2025
Q4 | $1.52M | Sell |
5,145
-10
| -0.2% | -$3K | 0.24% | 46 |
|
|
2025
Q3 | $1.45M | Buy |
5,155
+279
| +6% | +$73K | 0.23% | 47 |
|
|
2025
Q2 | $1.44M | Sell |
4,876
-252
| -5% | -$64.9K | 0.25% | 46 |
|
|
2025
Q1 | $1.28M | Sell |
5,128
-276
| -5% | -$67.5K | 0.24% | 45 |
|
|
2024
Q4 | $1.19M | Buy |
5,404
+200
| +4% | +$44.5K | 0.24% | 42 |
|
|
2024
Q3 | $1.15M | Sell |
5,204
-60
| -1% | -$11.8K | 0.23% | 42 |
|
|
2024
Q2 | $910K | Sell |
5,264
-295
| -5% | -$51.3K | 0.21% | 41 |
|
|
2024
Q1 | $1.06M | Sell |
5,559
-380
| -6% | -$69.3K | 0.26% | 40 |
|
|
2023
Q4 | $971K | Sell |
5,939
-2,122
| -26% | -$321K | 0.26% | 40 |
|
|
2023
Q3 | $1.13M | Sell |
8,061
-47,853
| -86% | -$6.81M | 0.34% | 37 |
|
|
2023
Q2 | $7.48M | Buy |
55,914
+2,317
| +4% | +$299K | 2.17% | 29 |
|
|
2023
Q1 | $7.03M | Buy |
53,597
+1,682
| +3% | +$225K | 2.18% | 27 |
|
|
2022
Q4 | $7.31M | Buy |
51,915
+1,242
| +2% | +$171K | 2.29% | 26 |
|
|
2022
Q3 | $6.02M | Buy |
50,673
+2,179
| +4% | +$286K | 2.25% | 25 |
|
|
2022
Q2 | $6.85M | Buy |
48,494
+1,641
| +4% | +$221K | 2.46% | 22 |
|
|
2022
Q1 | $6.09M | Buy |
46,853
+4,266
| +10% | +$556K | 1.98% | 31 |
|
|
2021
Q4 | $5.69M | Buy |
42,587
+670
| +2% | +$84K | 1.95% | 31 |
|
|
2021
Q3 | $5.57M | Buy |
41,917
+1,182
| +3% | +$158K | 2.11% | 29 |
|
|
2021
Q2 | $5.71M | Buy |
40,735
+1,433
| +4% | +$196K | 2.15% | 27 |
|
|
2021
Q1 | $5.01M | Buy |
39,302
+2,110
| +6% | +$253K | 2.14% | 29 |
|
|
2020
Q4 | $4.48M | Buy |
37,192
+344
| +0.9% | +$39.8K | 2.15% | 27 |
|
|
2020
Q3 | $4.29M | Buy |
36,848
+231
| +0.6% | +$27.2K | 2.31% | 22 |
|
|
2020
Q2 | $4.23M | Buy |
36,617
+2,829
| +8% | +$329K | 2.44% | 23 |
|
|
2020
Q1 | $3.58M | Buy |
33,788
+3,557
| +12% | +$450K | 2.59% | 19 |
|
|
2019
Q4 | $3.87M | Buy |
30,231
+165
| +0.5% | +$21.4K | 2.29% | 24 |
|
|
2019
Q3 | $4.18M | Buy |
30,066
+886
| +3% | +$120K | 2.69% | 22 |
|
|
2019
Q2 | $3.85M | Buy |
29,180
+1,099
| +4% | +$144K | 2.58% | 22 |
|
|
2019
Q1 | $3.79M | Buy |
28,081
+900
| +3% | +$115K | 2.63% | 21 |
|
|
2018
Q4 | $2.95M | Buy |
27,181
+119
| +0.4% | +$14.3K | 2.44% | 24 |
|
|
2018
Q3 | $3.91M | Buy |
27,062
+1,207
| +5% | +$169K | 2.91% | 19 |
|
|
2018
Q2 | $3.45M | Sell |
25,855
-460
| -2% | -$64.2K | 2.81% | 19 |
|
|
2018
Q1 | $3.86M | Buy |
26,315
+1,276
| +5% | +$193K | 3.18% | 14 |
|
|
2017
Q4 | $3.67M | Buy |
+25,039
| New | +$3.64M | 3.1% | 18 |
|
Other funds holding IBM
ECSS
Allied Investment Advisors's IBM Position: Q2 2026 in Review
Allied Investment Advisors reduced its IBM (IBM) stake by 1.8% in Q2 2026, selling an estimated $23.2K and leaving 5,007 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #54.
Allied Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.48M in Q2 2023. 1,793 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Allied Investment Advisors held 5,007 shares of IBM worth $1.41M as of Q2 2026.
- Allied Investment Advisors sold 92 IBM shares in Q2 2026, an estimated $23.2K.
- IBM made up 0.18% of Allied Investment Advisors's portfolio in Q2 2026, its #54 holding.
- Allied Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Allied Investment Advisors's IBM position peaked at $7.48M in Q2 2023.
- 1,793 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.