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AlTi Global’s IBM IBM Stock Holding History

AlTi Global’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 		$1.14M Buy
4,698
+877
+23% +$237K 0.02% 216
2025
Q4 		$1.13M Buy
3,821
+1,016
+36% +$304K 0.02% 217
2025
Q3 		$791K Sell
2,805
-48
-2% -$12.6K 0.02% 270
2025
Q2 		$840K Buy
2,853
+1,197
+72% +$308K 0.02% 252
2025
Q1 		$411K Sell
1,656
-273
-14% -$66.8K 0.01% 293
2024
Q4 		$425K Sell
1,929
-552
-22% -$123K 0.01% 304
2024
Q3 		$548K Sell
2,481
-1,897
-43% -$372K 0.01% 260
2024
Q2 		$757K Sell
4,378
-127
-3% -$22.1K 0.02% 227
2024
Q1 		$860K Buy
4,505
+2,310
+105% +$421K 0.02% 211
2023
Q4 		$359K Buy
+2,195
New +$332K 0.01% 275

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

AlTi Global's IBM Position: Q1 2026 in Review

AlTi Global increased its IBM (IBM) stake by 23% in Q1 2026, buying an estimated $237K and bringing the position to 4,698 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #216.

AlTi Global first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AlTi Global held 4,698 shares of IBM worth $1.14M as of Q1 2026.
  • AlTi Global bought 877 IBM shares in Q1 2026, an estimated $237K.
  • IBM made up 0.02% of AlTi Global's portfolio in Q1 2026, its #216 holding.
  • AlTi Global first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.