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Alpine Bank Wealth Management’s IBM IBM Stock Holding History

Alpine Bank Wealth Management’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 		$1.62M Buy
5,754
+1,399
+32% +$352K 0.21% 72
2026
Q1 		$1.06M Sell
4,355
-138
-3% -$37.3K 0.15% 79
2025
Q4 		$1.33M Buy
4,493
+430
+11% +$129K 0.19% 67
2025
Q3 		$1.15M Sell
4,063
-74
-2% -$19.4K 0.16% 68
2025
Q2 		$1.22M Buy
4,137
+42
+1% +$10.8K 0.18% 63
2025
Q1 		$1.02M Buy
+4,095
New +$1M 0.16% 70
2024
Q3 		$906K Buy
+4,098
New +$804K 0.14% 77

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 $3.37T AUM 44.26% 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

Alpine Bank Wealth Management's IBM Position: Q2 2026 in Review

Alpine Bank Wealth Management increased its IBM (IBM) stake by 32% in Q2 2026, buying an estimated $352K and bringing the position to 5,754 shares worth $1.62M. The position accounts for 0.21% of the portfolio, ranked #72.

Alpine Bank Wealth Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Alpine Bank Wealth Management held 5,754 shares of IBM worth $1.62M as of Q2 2026.
  • Alpine Bank Wealth Management bought 1,399 IBM shares in Q2 2026, an estimated $352K.
  • IBM made up 0.21% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Alpine Bank Wealth Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.