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Focused Alpha LLC’s IBM IBM Stock Holding History

Focused Alpha LLC’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 		$1.15M Sell
4,090
-77
-2% -$19.4K 0.29% 69
2026
Q1 		$1.01M Sell
4,167
-154
-4% -$41.7K 0.31% 65
2025
Q4 		$1.28M Buy
+4,321
New +$1.29M 0.38% 49

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 $3.38T AUM 44.17% 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

Focused Alpha LLC's IBM Position: Q2 2026 in Review

Focused Alpha LLC reduced its IBM (IBM) stake by 1.8% in Q2 2026, selling an estimated $19.4K and leaving 4,090 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #69.

Focused Alpha LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Focused Alpha LLC held 4,090 shares of IBM worth $1.15M as of Q2 2026.
  • Focused Alpha LLC sold 77 IBM shares in Q2 2026, an estimated $19.4K.
  • IBM made up 0.29% of Focused Alpha LLC's portfolio in Q2 2026, its #69 holding.
  • Focused Alpha LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Focused Alpha LLC's IBM position peaked at $1.28M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.