Alpha Family Trust’s IBM IBM Stock Holding History

Alpha Family Trust’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 Q1	$525K	Hold	2,165	–	–	0.25%	68
2025 Q4	$641K	Hold	2,165	–	–	0.29%	61
2025 Q3	$611K	Hold	2,165	–	–	0.29%	64
2025 Q2	$638K	Hold	2,165	–	–	0.32%	59
2025 Q1	$538K	Hold	2,165	–	–	0.31%	61
2024 Q4	$476K	Hold	2,165	–	–	0.27%	59
2024 Q3	$479K	Hold	2,165	–	–	0.27%	65
2024 Q2	$374K	Hold	2,165	–	–	0.22%	78
2024 Q1	$413K	Hold	2,165	–	–	0.25%	70
2023 Q4	$354K	Buy	+2,165	New	+$327K	0.24%	81
2023 Q1	–	Sell	-1,655	Closed	-$233K	–	130
2022 Q4	$233K	Buy	+1,655	New	+$228K	0.21%	99

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Family Trust's IBM Position: Q1 2026 in Review

Alpha Family Trust held its IBM (IBM) position steady in Q1 2026 at 2,165 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #68.

Alpha Family Trust first reported a position in IBM in Q4 2022 and has held it in 11 quarters since. The position peaked at $641K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Alpha Family Trust held 2,165 shares of IBM worth $525K as of Q1 2026.
Alpha Family Trust left its IBM share count unchanged in Q1 2026.
IBM made up 0.25% of Alpha Family Trust's portfolio in Q1 2026, its #68 holding.
Alpha Family Trust first reported a position in IBM in Q4 2022 and has held it in 11 quarters since.
Alpha Family Trust's IBM position peaked at $641K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.