Fiduciary Alliance’s IBM IBM Stock Holding History

Fiduciary Alliance’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	$7.15M	Buy	25,416 +1,094	+4%	+$276K	0.48%	55
2026 Q1	$5.95M	Sell	24,322 -5,556	-19%	-$1.5M	0.36%	71
2025 Q4	$8.85M	Buy	29,878 +3,898	+15%	+$1.17M	0.58%	43
2025 Q3	$7.33M	Buy	25,980 +7,553	+41%	+$1.98M	0.49%	49
2025 Q2	$5.43M	Buy	18,427 +12,842	+230%	+$3.31M	0.41%	65
2025 Q1	$1.39M	Buy	5,585 +185	+3%	+$45.3K	0.14%	139
2024 Q4	$1.19M	Buy	5,400 +2,757	+104%	+$614K	0.12%	151
2024 Q3	$584K	Buy	2,643 +983	+59%	+$193K	0.08%	142
2024 Q2	$294K	Buy	+1,660	New	+$288K	0.05%	170
2023 Q3	–	Sell	-183	Closed	-$24.5K	–	509
2023 Q2	$24.5K	Buy	+183	New	+$23.6K	0.01%	414
2023 Q1	–	Sell	-181	Closed	-$25.4K	–	454
2022 Q4	$25.4K	Buy	+181	New	+$25K	0.01%	291

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Fiduciary Alliance's IBM Position: Q2 2026 in Review

Fiduciary Alliance increased its IBM (IBM) stake by 4.5% in Q2 2026, buying an estimated $276K and bringing the position to 25,416 shares worth $7.15M. The position accounts for 0.48% of the portfolio, ranked #55.

Fiduciary Alliance first reported a position in IBM in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.85M in Q4 2025. 892 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fiduciary Alliance held 25,416 shares of IBM worth $7.15M as of Q2 2026.
Fiduciary Alliance bought 1,094 IBM shares in Q2 2026, an estimated $276K.
IBM made up 0.48% of Fiduciary Alliance's portfolio in Q2 2026, its #55 holding.
Fiduciary Alliance first reported a position in IBM in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's IBM position peaked at $8.85M in Q4 2025.
892 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.