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Alvarez & Marsal Private Wealth Partners’s IBM IBM Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-1,711
Closed -$415K – 148
2026
Q1 		$415K Buy
+1,711
New +$463K 0.06% 94

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Alvarez & Marsal Private Wealth Partners's IBM Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of IBM (IBM) in Q2 2026, closing a stake of 1,711 shares — an estimated $415K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $415K in Q1 2026. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,711 IBM shares in Q2 2026, an estimated $415K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in IBM in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's IBM position peaked at $415K in Q1 2026.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.