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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
Q2 		$609K Hold
2,165
– – 0.24% 64
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
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 $3.38T AUM 44.17% 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

Alpha Family Trust's IBM Position: Q2 2026 in Review

Alpha Family Trust held its IBM (IBM) position steady in Q2 2026 at 2,165 shares worth $609K. The position accounts for 0.24% of the portfolio, ranked #64.

Alpha Family Trust first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $641K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Alpha Family Trust held 2,165 shares of IBM worth $609K as of Q2 2026.
  • Alpha Family Trust left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.24% of Alpha Family Trust's portfolio in Q2 2026, its #64 holding.
  • Alpha Family Trust first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • Alpha Family Trust's IBM position peaked at $641K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.