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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focused Alpha LLC's IBM Position: Q1 2026 in Review

Focused Alpha LLC reduced its IBM (IBM) stake by 3.6% in Q1 2026, selling an estimated $41.7K and leaving 4,167 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #65.

Focused Alpha LLC first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Focused Alpha LLC held 4,167 shares of IBM worth $1.01M as of Q1 2026.
Focused Alpha LLC sold 154 IBM shares in Q1 2026, an estimated $41.7K.
IBM made up 0.31% of Focused Alpha LLC's portfolio in Q1 2026, its #65 holding.
Focused Alpha LLC first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
Focused Alpha LLC's IBM position peaked at $1.28M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.