Alpha Wealth Funds
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Alpha Wealth Funds’s IBM IBM Stock Holding History

Alpha Wealth Funds’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
Q3 		$2.27M Buy
+22,227
New +$5.28M 1.36% 5

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Alpha Wealth Funds's IBM Position: Q3 2026 in Review

Alpha Wealth Funds opened a new position in IBM (IBM) in Q3 2026: 22,227 shares worth $2.27M. The stake represents 1.36% of the portfolio and ranks #5 among its holdings.

2,350 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Alpha Wealth Funds held 22,227 shares of IBM worth $2.27M as of Q3 2026.
  • IBM was a new Alpha Wealth Funds position in Q3 2026.
  • IBM made up 1.36% of Alpha Wealth Funds's portfolio in Q3 2026, its #5 holding.
  • 2,350 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Alpha Wealth Funds's 13F filing for Q3 2026, filed 4 Nov 2026.