Financial Alternatives’s IBM IBM Stock Holding History

Financial Alternatives’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	–	Sell	-700	Closed	-$207K	–	84
2025 Q4	$207K	Buy	+700	New	+$210K	0.12%	82

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Alternatives's IBM Position: Q1 2026 in Review

Financial Alternatives sold out of IBM (IBM) in Q1 2026, closing a stake of 700 shares — an estimated $207K sold.

Financial Alternatives first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Financial Alternatives reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Financial Alternatives sold 700 IBM shares in Q1 2026, an estimated $207K.
Financial Alternatives first reported a position in IBM in Q4 2025 and held it in 1 quarter.
Financial Alternatives's IBM position peaked at $207K in Q4 2025.
3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Financial Alternatives's 13F filing for Q1 2026, filed 1 May 2026.