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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
Q2 		$200K Buy
710
+8
+1% +$2.02K 0.13% 80
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 $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 $3.37T AUM 44.26% 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

Bruce G. Allen Investments's IBM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $2.02K and bringing the position to 710 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #80.

Bruce G. Allen Investments first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bruce G. Allen Investments held 710 shares of IBM worth $200K as of Q2 2026.
  • Bruce G. Allen Investments bought 8 IBM shares in Q2 2026, an estimated $2.02K.
  • IBM made up 0.13% of Bruce G. Allen Investments's portfolio in Q2 2026, its #80 holding.
  • Bruce G. Allen Investments first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.