Allworth Financial’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 | $39.4M | Buy |
140,146
+4,935
| +4% | +$1.24M | 0.17% | 84 |
|
|
2026
Q1 | $32.8M | Sell |
135,211
-23,988
| -15% | -$6.49M | 0.13% | 100 |
|
|
2025
Q4 | $47.2M | Buy |
159,199
+12,745
| +9% | +$3.82M | 0.19% | 75 |
|
|
2025
Q3 | $41.3M | Sell |
146,454
-6,017
| -4% | -$1.57M | 0.18% | 73 |
|
|
2025
Q2 | $44.9M | Buy |
152,471
+77,229
| +103% | +$19.9M | 0.22% | 65 |
|
|
2025
Q1 | $17.3M | Buy |
75,242
+14,234
| +23% | +$3.48M | 0.1% | 122 |
|
|
2024
Q4 | $13.6M | Buy |
61,008
+18,926
| +45% | +$4.21M | 0.07% | 138 |
|
|
2024
Q3 | $9.3M | Sell |
42,082
-118
| -0.3% | -$23.1K | 0.06% | 147 |
|
|
2024
Q2 | $7.73M | Buy |
42,200
+15,708
| +59% | +$2.73M | 0.05% | 164 |
|
|
2024
Q1 | $5.06M | Buy |
26,492
+346
| +1% | +$63.1K | 0.04% | 198 |
|
|
2023
Q4 | $4.28M | Buy |
26,146
+1,287
| +5% | +$194K | 0.03% | 206 |
|
|
2023
Q3 | $3.49M | Buy |
24,859
+1,442
| +6% | +$205K | 0.03% | 210 |
|
|
2023
Q2 | $3.13M | Buy |
23,417
+4,974
| +27% | +$642K | 0.03% | 230 |
|
|
2023
Q1 | $2.42M | Sell |
18,443
-2,093
| -10% | -$280K | 0.02% | 233 |
|
|
2022
Q4 | $2.89M | Sell |
20,536
-648
| -3% | -$89.4K | 0.03% | 201 |
|
|
2022
Q3 | $2.52M | Buy |
21,184
+5,609
| +36% | +$736K | 0.03% | 204 |
|
|
2022
Q2 | $2.2M | Buy |
15,575
+1,717
| +12% | +$232K | 0.03% | 207 |
|
|
2022
Q1 | $1.8M | Buy |
13,858
+2,143
| +18% | +$279K | 0.02% | 230 |
|
|
2021
Q4 | $1.57M | Sell |
11,715
-487
| -4% | -$61.1K | 0.02% | 226 |
|
|
2021
Q3 | $1.62M | Buy |
12,202
+969
| +9% | +$130K | 0.03% | 191 |
|
|
2021
Q2 | $1.57M | Buy |
11,233
+1,129
| +11% | +$154K | 0.03% | 152 |
|
|
2021
Q1 | $1.29M | Buy |
10,104
+243
| +2% | +$29.1K | 0.03% | 148 |
|
|
2020
Q4 | $1.19M | Sell |
9,861
-769
| -7% | -$88.9K | 0.03% | 106 |
|
|
2020
Q3 | $1.24M | Buy |
10,630
+130
| +1% | +$15.3K | 0.04% | 83 |
|
|
2020
Q2 | $1.21M | Sell |
10,500
-96
| -0.9% | -$11.2K | 0.04% | 82 |
|
|
2020
Q1 | $1.12M | Sell |
10,596
-702
| -6% | -$88.8K | 0.04% | 100 |
|
|
2019
Q4 | $1.45M | Buy |
11,298
+617
| +6% | +$80.2K | 0.05% | 61 |
|
|
2019
Q3 | $1.49M | Buy |
10,681
+37
| +0.3% | +$4.99K | 0.06% | 58 |
|
|
2019
Q2 | $1.4M | Sell |
10,644
-817
| -7% | -$107K | 0.05% | 55 |
|
|
2019
Q1 | $1.55M | Buy |
11,461
+602
| +6% | +$76.7K | 0.07% | 51 |
|
|
2018
Q4 | $1.18M | Sell |
10,859
-611
| -5% | -$73.3K | 0.06% | 57 |
|
|
2018
Q3 | $1.66M | Buy |
11,470
+98
| +0.9% | +$13.7K | 0.08% | 51 |
|
|
2018
Q2 | $1.52M | Sell |
11,372
-206
| -2% | -$28.7K | 0.07% | 56 |
|
|
2018
Q1 | $1.7M | Buy |
11,578
+137
| +1% | +$20.7K | 0.13% | 30 |
|
|
2017
Q4 | $1.68M | Buy |
11,441
+122
| +1% | +$17.7K | 0.13% | 26 |
|
|
2017
Q3 | $1.57M | Sell |
11,319
-1,762
| -13% | -$245K | 0.13% | 25 |
|
|
2017
Q2 | $1.92M | Buy |
13,081
+2,413
| +23% | +$364K | 0.17% | 20 |
|
|
2017
Q1 | $1.78M | Buy |
10,668
+1,824
| +21% | +$306K | 0.17% | 20 |
|
|
2016
Q4 | $1.4M | Sell |
8,844
-297
| -3% | -$45.2K | 0.14% | 24 |
|
|
2016
Q3 | $1.39M | Buy |
9,141
+111
| +1% | +$16.8K | 0.15% | 22 |
|
|
2016
Q2 | $1.31M | Sell |
9,030
-344
| -4% | -$49.2K | 0.15% | 26 |
|
|
2016
Q1 | $1.36M | Buy |
9,374
+651
| +7% | +$83.2K | 0.17% | 31 |
|
|
2015
Q4 | $1.15M | Sell |
8,723
-1,111
| -11% | -$149K | 0.21% | 32 |
|
|
2015
Q3 | $1.36M | Sell |
9,834
-257
| -3% | -$38K | 0.48% | 21 |
|
|
2015
Q2 | $1.57M | Sell |
10,091
-146
| -1% | -$23.5K | 0.56% | 20 |
|
|
2015
Q1 | $1.57M | Sell |
10,237
-381
| -4% | -$57.8K | 0.58% | 16 |
|
|
2014
Q4 | $1.63M | Sell |
10,618
-113
| -1% | -$18K | 0.62% | 15 |
|
|
2014
Q3 | $1.94M | Buy |
10,731
+3,984
| +59% | +$726K | 0.76% | 14 |
|
|
2014
Q2 | $1.17M | Sell |
6,747
-89
| -1% | -$16K | 0.53% | 14 |
|
|
2014
Q1 | $1.26M | Buy |
6,836
+20
| +0.3% | +$3.52K | 0.55% | 14 |
|
|
2013
Q4 | $1.22M | Sell |
6,816
-1,473
| -18% | -$254K | 0.6% | 12 |
|
|
2013
Q3 | $1.47M | Sell |
8,289
-40
| -0.5% | -$7.27K | 0.76% | 13 |
|
|
2013
Q2 | $1.52M | Buy |
+8,329
| New | +$1.62M | 0.85% | 12 |
|
Other funds holding IBM
Allworth Financial's IBM Position: Q2 2026 in Review
Allworth Financial increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $1.24M and bringing the position to 140,146 shares worth $39.4M. The position accounts for 0.17% of the portfolio, ranked #84.
Allworth Financial first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.2M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Allworth Financial held 140,146 shares of IBM worth $39.4M as of Q2 2026.
- Allworth Financial bought 4,935 IBM shares in Q2 2026, an estimated $1.24M.
- IBM made up 0.17% of Allworth Financial's portfolio in Q2 2026, its #84 holding.
- Allworth Financial first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
- Allworth Financial's IBM position peaked at $47.2M in Q4 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.