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Bruce G. Allen Investments’s IBM IBM Stock Holding History

Bruce G. Allen Investments’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 		$170K Buy
702
+175
+33% +$47.4K 0.11% 88
2025
Q4 		$156K Buy
527
+85
+19% +$25.5K 0.11% 104
2025
Q3 		$125K Sell
442
-45
-9% -$11.8K 0.09% 127
2025
Q2 		$144K Sell
487
-199
-29% -$51.3K 0.11% 107
2025
Q1 		$171K Sell
686
-179
-21% -$43.8K 0.14% 86
2024
Q4 		$190K Buy
865
+21
+2% +$4.68K 0.15% 77
2024
Q3 		$187K Sell
844
-59
-7% -$11.6K 0.14% 84
2024
Q2 		$156K Sell
903
-115
-11% -$20K 0.13% 98
2024
Q1 		$194K Sell
1,018
-96
-9% -$17.5K 0.16% 76
2023
Q4 		$182K Buy
+1,114
New +$168K 0.17% 81

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

Bruce G. Allen Investments's IBM Position: Q1 2026 in Review

Bruce G. Allen Investments increased its IBM (IBM) stake by 33% in Q1 2026, buying an estimated $47.4K and bringing the position to 702 shares worth $170K. The position accounts for 0.11% of the portfolio, ranked #88.

Bruce G. Allen Investments first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $194K in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bruce G. Allen Investments held 702 shares of IBM worth $170K as of Q1 2026.
  • Bruce G. Allen Investments bought 175 IBM shares in Q1 2026, an estimated $47.4K.
  • IBM made up 0.11% of Bruce G. Allen Investments's portfolio in Q1 2026, its #88 holding.
  • Bruce G. Allen Investments first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's IBM position peaked at $194K in Q1 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.