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Allied Private Wealth’s IBM IBM Stock Holding History

Allied Private Wealth’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 		$278K Buy
+919
New +$232K 0.18% 97

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

Allied Private Wealth's IBM Position: Q2 2026 in Review

Allied Private Wealth opened a new position in IBM (IBM) in Q2 2026: 919 shares worth $278K. The stake represents 0.18% of the portfolio and ranks #97 among its holdings.

3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Allied Private Wealth held 919 shares of IBM worth $278K as of Q2 2026.
  • IBM was a new Allied Private Wealth position in Q2 2026.
  • IBM made up 0.18% of Allied Private Wealth's portfolio in Q2 2026, its #97 holding.
  • 3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.