Alta Advisers’s IBM IBM Stock Holding History

Alta Advisers’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	$871K	Hold	3,595	–	–	0.32%	46
2025 Q4	$1.06M	Sell	3,595 -960	-21%	-$288K	0.39%	37
2025 Q3	$1.29M	Hold	4,555	–	–	0.39%	36
2025 Q2	$1.34M	Hold	4,555	–	–	0.48%	35
2025 Q1	$1.13M	Buy	4,555 +1,500	+49%	+$367K	0.48%	36
2024 Q4	$672K	Buy	3,055 +555	+22%	+$124K	0.42%	39
2024 Q3	$553K	Buy	2,500 +100	+4%	+$19.6K	0.25%	43
2024 Q2	$415K	Hold	2,400	–	–	0.2%	58
2024 Q1	$458K	Hold	2,400	–	–	0.23%	52
2023 Q4	$393K	Hold	2,400	–	–	0.21%	59
2023 Q3	$337K	Hold	2,400	–	–	0.2%	57
2023 Q2	$321K	Hold	2,400	–	–	0.18%	66
2023 Q1	$315K	Hold	2,400	–	–	0.19%	66
2022 Q4	$338K	Hold	2,400	–	–	0.2%	57
2022 Q3	$285K	Buy	+2,400	New	+$315K	0.18%	60
2013 Q4	–	Sell	-146	Closed	-$26K	–	60
2013 Q3	$26K	Sell	146 -71	-33%	-$12.9K	0.01%	63
2013 Q2	$40K	Buy	+217	New	+$42.3K	0.02%	75

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alta Advisers's IBM Position: Q1 2026 in Review

Alta Advisers held its IBM (IBM) position steady in Q1 2026 at 3,595 shares worth $871K. The position accounts for 0.32% of the portfolio, ranked #46.

Alta Advisers first reported a position in IBM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.34M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Alta Advisers held 3,595 shares of IBM worth $871K as of Q1 2026.
Alta Advisers left its IBM share count unchanged in Q1 2026.
IBM made up 0.32% of Alta Advisers's portfolio in Q1 2026, its #46 holding.
Alta Advisers first reported a position in IBM in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's IBM position peaked at $1.34M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.