Asset Allocation & Management Company
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Asset Allocation & Management Company’s IBM IBM Stock Holding History

Asset Allocation & Management Company’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
Q3 		– Sell
-906
Closed -$255K – 70
2026
Q2 		$255K Hold
906
– – 0.08% 60
2026
Q1 		$220K Hold
906
– – 0.08% 93
2025
Q4 		$268K Hold
906
– – 0.11% 79
2025
Q3 		$256K Hold
906
– – 0.11% 79
2025
Q2 		$267K Hold
906
– – 0.12% 75
2025
Q1 		$225K Buy
+906
New +$222K 0.11% 84
2024
Q4 		– Sell
-906
Closed -$200K – 85
2024
Q3 		$200K Buy
+906
New +$178K 0.13% 44
2020
Q4 		– Sell
-3,839
Closed -$447K – 38
2020
Q3 		$447K Hold
3,839
– – 0.21% 31
2020
Q2 		$443K Hold
3,839
– – 0.22% 29
2020
Q1 		$407K Buy
3,839
+1,102
+40% +$139K 0.2% 35
2019
Q4 		$351K Buy
+2,737
New +$356K 0.13% 46

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Asset Allocation & Management Company's IBM Position: Q3 2026 in Review

Asset Allocation & Management Company sold out of IBM (IBM) in Q3 2026, closing a stake of 906 shares — an estimated $255K sold.

Asset Allocation & Management Company first reported a position in IBM in Q4 2019 and held it in 11 quarters. The position peaked at $447K in Q3 2020. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Asset Allocation & Management Company reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Asset Allocation & Management Company sold 906 IBM shares in Q3 2026, an estimated $255K.
  • Asset Allocation & Management Company first reported a position in IBM in Q4 2019 and held it in 11 quarters.
  • Asset Allocation & Management Company's IBM position peaked at $447K in Q3 2020.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Asset Allocation & Management Company's 13F filing for Q3 2026, filed 13 Oct 2026.