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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
Q2 		$1.13M Sell
4,016
-682
-15% -$172K 0.02% 250
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 $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 $3.38T AUM 44.17% 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

AlTi Global's IBM Position: Q2 2026 in Review

AlTi Global reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $172K and leaving 4,016 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #250.

AlTi Global first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2026. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AlTi Global held 4,016 shares of IBM worth $1.13M as of Q2 2026.
  • AlTi Global sold 682 IBM shares in Q2 2026, an estimated $172K.
  • IBM made up 0.02% of AlTi Global's portfolio in Q2 2026, its #250 holding.
  • AlTi Global first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's IBM position peaked at $1.14M in Q1 2026.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.