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AlphaCore Capital’s IBM IBM Stock Holding History

AlphaCore Capital’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 		$5.76M Sell
23,745
-2,080
-8% -$563K 0.14% 135
2025
Q4 		$7.65M Buy
25,825
+18,335
+245% +$5.49M 0.17% 120
2025
Q3 		$2.11M Buy
7,490
+1,939
+35% +$508K 0.07% 185
2025
Q2 		$1.64M Buy
5,551
+617
+13% +$159K 0.06% 201
2025
Q1 		$1.23M Buy
4,934
+3,236
+191% +$792K 0.1% 149
2024
Q4 		$373K Sell
1,698
-32
-2% -$7.13K 0.08% 149
2024
Q3 		$382K Buy
1,730
+33
+2% +$6.47K 0.09% 137
2024
Q2 		$293K Buy
1,697
+187
+12% +$32.5K 0.07% 156
2024
Q1 		$288K Buy
1,510
+97
+7% +$17.7K 0.08% 128
2023
Q4 		$231K Sell
1,413
-49
-3% -$7.4K 0.03% 208
2023
Q3 		$205K Buy
+1,462
New +$208K 0.03% 209
2020
Q2 		– Sell
-268
Closed -$28K – 182
2020
Q1 		$28K Buy
+268
New +$33.9K 0.02% 139

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaCore Capital's IBM Position: Q1 2026 in Review

AlphaCore Capital reduced its IBM (IBM) stake by 8.1% in Q1 2026, selling an estimated $563K and leaving 23,745 shares worth $5.76M. The position accounts for 0.14% of the portfolio, ranked #135.

AlphaCore Capital first reported a position in IBM in Q1 2020 and has held it in 12 quarters since. The position peaked at $7.65M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AlphaCore Capital held 23,745 shares of IBM worth $5.76M as of Q1 2026.
  • AlphaCore Capital sold 2,080 IBM shares in Q1 2026, an estimated $563K.
  • IBM made up 0.14% of AlphaCore Capital's portfolio in Q1 2026, its #135 holding.
  • AlphaCore Capital first reported a position in IBM in Q1 2020 and has held it in 12 quarters since.
  • AlphaCore Capital's IBM position peaked at $7.65M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.