Altiora Financial Group’s IBM IBM Stock Holding History

Altiora Financial Group’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	$216K	Sell	892 -140	-14%	-$37.9K	0.04%	107
2025 Q4	$306K	Hold	1,032	–	–	0.05%	82
2025 Q3	$291K	Sell	1,032 -9	-0.9%	-$2.36K	0.05%	82
2025 Q2	$307K	Hold	1,041	–	–	0.06%	84
2025 Q1	$259K	Hold	1,041	–	–	0.06%	86
2024 Q4	$229K	Buy	1,041 +9	+0.9%	+$2K	0.05%	89
2024 Q3	$228K	Buy	+1,032	New	+$202K	0.05%	90
2024 Q2	–	Sell	-1,128	Closed	-$215K	–	89
2024 Q1	$215K	Buy	+1,128	New	+$206K	0.06%	82

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

Altiora Financial Group's IBM Position: Q1 2026 in Review

Altiora Financial Group reduced its IBM (IBM) stake by 14% in Q1 2026, selling an estimated $37.9K and leaving 892 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #107.

Altiora Financial Group first reported a position in IBM in Q1 2024 and has held it in 8 quarters since. The position peaked at $307K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Altiora Financial Group held 892 shares of IBM worth $216K as of Q1 2026.
Altiora Financial Group sold 140 IBM shares in Q1 2026, an estimated $37.9K.
IBM made up 0.04% of Altiora Financial Group's portfolio in Q1 2026, its #107 holding.
Altiora Financial Group first reported a position in IBM in Q1 2024 and has held it in 8 quarters since.
Altiora Financial Group's IBM position peaked at $307K in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.