Alpha Omega Wealth Management’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 | $9.34M | Sell |
33,209
-1,018
| -3% | -$256K | 1.42% | 15 |
|
|
2026
Q1 | $8.3M | Sell |
34,227
-1,251
| -4% | -$338K | 1.35% | 17 |
|
|
2025
Q4 | $10.5M | Sell |
35,478
-1,567
| -4% | -$469K | 1.74% | 12 |
|
|
2025
Q3 | $10.5M | Sell |
37,045
-230
| -0.6% | -$60.2K | 1.74% | 11 |
|
|
2025
Q2 | $11M | Sell |
37,275
-2,550
| -6% | -$657K | 1.97% | 7 |
|
|
2025
Q1 | $9.9M | Sell |
39,825
-4,719
| -11% | -$1.15M | 1.89% | 9 |
|
|
2024
Q4 | $9.79M | Sell |
44,544
-969
| -2% | -$216K | 1.86% | 7 |
|
|
2024
Q3 | $10.1M | Sell |
45,513
-6,318
| -12% | -$1.24M | 1.85% | 7 |
|
|
2024
Q2 | $8.96M | Sell |
51,831
-1,102
| -2% | -$191K | 1.71% | 8 |
|
|
2024
Q1 | $10.1M | Sell |
52,933
-2,847
| -5% | -$519K | 1.88% | 9 |
|
|
2023
Q4 | $9.12M | Sell |
55,780
-701
| -1% | -$106K | 1.51% | 9 |
|
|
2023
Q3 | $7.92M | Sell |
56,481
-190
| -0.3% | -$27K | 1.37% | 13 |
|
|
2023
Q2 | $7.58M | Sell |
56,671
-1,573
| -3% | -$203K | 1.28% | 13 |
|
|
2023
Q1 | $7.64M | Buy |
58,244
+1,885
| +3% | +$252K | 1.32% | 14 |
|
|
2022
Q4 | $7.94M | Sell |
56,359
-1,144
| -2% | -$158K | 1.41% | 13 |
|
|
2022
Q3 | $6.83M | Sell |
57,503
-516
| -0.9% | -$67.7K | 1.3% | 14 |
|
|
2022
Q2 | $8.19M | Buy |
58,019
+537
| +0.9% | +$72.5K | 1.46% | 11 |
|
|
2022
Q1 | $7.47M | Buy |
57,482
+26,529
| +86% | +$3.46M | 1.18% | 15 |
|
|
2021
Q4 | $4.17M | Buy |
30,953
+708
| +2% | +$88.8K | 0.64% | 43 |
|
|
2021
Q3 | $4.02M | Sell |
30,245
-5,340
| -15% | -$714K | 0.66% | 43 |
|
|
2021
Q2 | $4.99M | Buy |
35,585
+515
| +1% | +$70.4K | 0.82% | 32 |
|
|
2021
Q1 | $4.47M | Buy |
35,070
+1,217
| +4% | +$146K | 0.78% | 37 |
|
|
2020
Q4 | $4.07M | Sell |
33,853
-98
| -0.3% | -$11.3K | 0.69% | 35 |
|
|
2020
Q3 | $3.95M | Buy |
33,951
+363
| +1% | +$42.7K | 0.56% | 29 |
|
|
2020
Q2 | $3.88M | Sell |
33,588
-503
| -1% | -$58.4K | 0.59% | 26 |
|
|
2020
Q1 | $3.62M | Buy |
34,091
+6,699
| +24% | +$847K | 0.67% | 22 |
|
|
2019
Q4 | $3.51M | Sell |
27,392
-3,314
| -11% | -$431K | 0.56% | 42 |
|
|
2019
Q3 | $4.04M | Buy |
30,706
+4,266
| +16% | +$575K | 0.66% | 28 |
|
|
2019
Q2 | $3.49M | Buy |
26,440
+778
| +3% | +$102K | 1.48% | 23 |
|
|
2019
Q1 | $3.46M | Buy |
25,662
+3,851
| +18% | +$491K | 1.55% | 21 |
|
|
2018
Q4 | $2.37M | Sell |
21,811
-6,668
| -23% | -$800K | 1.19% | 28 |
|
|
2018
Q3 | $4.12M | Buy |
28,479
+28,053
| +6,585% | +$3.92M | 1.85% | 12 |
|
|
2018
Q2 | $57K | Hold |
426
| – | – | 0.03% | 214 |
|
|
2018
Q1 | $62K | Hold |
426
| – | – | 0.03% | 198 |
|
|
2017
Q4 | $62K | Sell |
426
-136
| -24% | -$19.8K | 0.03% | 204 |
|
|
2017
Q3 | $78K | Hold |
562
| – | – | 0.04% | 191 |
|
|
2017
Q2 | $83K | Hold |
562
| – | – | 0.04% | 188 |
|
|
2017
Q1 | $94K | Hold |
562
| – | – | 0.05% | 175 |
|
|
2016
Q4 | $89K | Buy |
562
+422
| +301% | +$64.3K | 0.05% | 180 |
|
|
2016
Q3 | $21K | Hold |
140
| – | – | 0.02% | 139 |
|
|
2016
Q2 | $20K | Hold |
140
| – | – | 0.02% | 139 |
|
|
2016
Q1 | $20K | Hold |
140
| – | – | 0.02% | 136 |
|
|
2015
Q4 | $18K | Buy |
+140
| New | +$18.8K | 0.02% | 137 |
|
Other funds holding IBM
ECSS
Alpha Omega Wealth Management's IBM Position: Q2 2026 in Review
Alpha Omega Wealth Management reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $256K and leaving 33,209 shares worth $9.34M. The position accounts for 1.42% of the portfolio, ranked #15.
Alpha Omega Wealth Management first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. The position peaked at $11M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Alpha Omega Wealth Management held 33,209 shares of IBM worth $9.34M as of Q2 2026.
- Alpha Omega Wealth Management sold 1,018 IBM shares in Q2 2026, an estimated $256K.
- IBM made up 1.42% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #15 holding.
- Alpha Omega Wealth Management first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
- Alpha Omega Wealth Management's IBM position peaked at $11M in Q2 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.