Independent Advisor Alliance’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.7M | Buy |
59,333
+1,885
| +3% | +$475K | 0.39% | 38 |
|
|
2026
Q1 | $13.9M | Sell |
57,448
-12,897
| -18% | -$3.49M | 0.15% | 128 |
|
|
2025
Q4 | $20.8M | Buy |
70,345
+168
| +0.2% | +$50.3K | 0.51% | 27 |
|
|
2025
Q3 | $19.8M | Sell |
70,177
-1,248
| -2% | -$327K | 0.51% | 28 |
|
|
2025
Q2 | $21.1M | Buy |
71,425
+162
| +0.2% | +$41.7K | 0.61% | 26 |
|
|
2025
Q1 | $17.7M | Buy |
71,263
+10,997
| +18% | +$2.69M | 0.59% | 28 |
|
|
2024
Q4 | $13.2M | Buy |
60,266
+5,629
| +10% | +$1.25M | 0.18% | 129 |
|
|
2024
Q3 | $12.1M | Sell |
54,637
-1,774
| -3% | -$348K | 0.44% | 40 |
|
|
2024
Q2 | $9.76M | Sell |
56,411
-462
| -0.8% | -$80.3K | 0.33% | 52 |
|
|
2024
Q1 | $10.9M | Buy |
56,873
+8,014
| +16% | +$1.46M | 0.39% | 50 |
|
|
2023
Q4 | $7.99M | Buy |
48,859
+396
| +0.8% | +$59.8K | 0.29% | 62 |
|
|
2023
Q3 | $6.8M | Buy |
48,463
+1,764
| +4% | +$251K | 0.31% | 62 |
|
|
2023
Q2 | $6.25M | Sell |
46,699
-917
| -2% | -$118K | 0.28% | 69 |
|
|
2023
Q1 | $6.24M | Sell |
47,616
-5,972
| -11% | -$799K | 0.3% | 71 |
|
|
2022
Q4 | $7.55K | Sell |
53,588
-4,786
| -8% | -$660K | ﹤0.01% | 178 |
|
|
2022
Q3 | $6.93M | Sell |
58,374
-281
| -0.5% | -$36.9K | 0.4% | 62 |
|
|
2022
Q2 | $8.28M | Buy |
58,655
+18,183
| +45% | +$2.45M | 0.46% | 56 |
|
|
2022
Q1 | $5.26M | Buy |
40,472
+4,796
| +13% | +$625K | 0.25% | 82 |
|
|
2021
Q4 | $4.77M | Buy |
35,676
+4,941
| +16% | +$620K | 0.24% | 87 |
|
|
2021
Q3 | $4.08M | Buy |
30,735
+1,715
| +6% | +$229K | 0.23% | 93 |
|
|
2021
Q2 | $4.07M | Sell |
29,020
-3,525
| -11% | -$482K | 0.22% | 104 |
|
|
2021
Q1 | $4.15M | Buy |
32,545
+1,514
| +5% | +$181K | 0.25% | 101 |
|
|
2020
Q4 | $3.73M | Buy |
31,031
+4,048
| +15% | +$468K | 0.25% | 92 |
|
|
2020
Q3 | $3.14M | Buy |
26,983
+4,432
| +20% | +$522K | 0.24% | 93 |
|
|
2020
Q2 | $2.6M | Buy |
22,551
+5,709
| +34% | +$663K | 0.28% | 77 |
|
|
2020
Q1 | $1.79M | Buy |
16,842
+3,322
| +25% | +$420K | 0.26% | 81 |
|
|
2019
Q4 | $1.73M | Buy |
13,520
+2,254
| +20% | +$293K | 0.08% | 262 |
|
|
2019
Q3 | $1.57M | Sell |
11,266
-204
| -2% | -$27.5K | 0.19% | 108 |
|
|
2019
Q2 | $1.51M | Sell |
11,470
-31
| -0.3% | -$4.07K | 0.22% | 95 |
|
|
2019
Q1 | $1.55M | Buy |
11,501
+894
| +8% | +$114K | 0.22% | 101 |
|
|
2018
Q4 | $1.15M | Buy |
10,607
+1,601
| +18% | +$192K | 0.2% | 105 |
|
|
2018
Q3 | $1.25M | Buy |
9,006
+1,220
| +16% | +$170K | 0.23% | 102 |
|
|
2018
Q2 | $987K | Buy |
7,786
+86
| +1% | +$12K | 0.21% | 121 |
|
|
2018
Q1 | $1.1M | Buy |
7,700
+310
| +4% | +$46.9K | 0.24% | 99 |
|
|
2017
Q4 | $1.16M | Buy |
7,390
+1,135
| +18% | +$165K | 0.26% | 95 |
|
|
2017
Q3 | $881K | Buy |
6,255
+629
| +11% | +$87.6K | 0.24% | 103 |
|
|
2017
Q2 | $825K | Sell |
5,626
-346
| -6% | -$52.2K | 0.26% | 100 |
|
|
2017
Q1 | $987K | Buy |
5,972
+1,100
| +23% | +$184K | 0.16% | 163 |
|
|
2016
Q4 | $794K | Buy |
+4,872
| New | +$742K | 0.34% | 84 |
|
Other funds holding IBM
Independent Advisor Alliance's IBM Position: Q2 2026 in Review
Independent Advisor Alliance increased its IBM (IBM) stake by 3.3% in Q2 2026, buying an estimated $475K and bringing the position to 59,333 shares worth $16.7M. The position accounts for 0.39% of the portfolio, ranked #38.
Independent Advisor Alliance first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. The position peaked at $21.1M in Q2 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Independent Advisor Alliance held 59,333 shares of IBM worth $16.7M as of Q2 2026.
- Independent Advisor Alliance bought 1,885 IBM shares in Q2 2026, an estimated $475K.
- IBM made up 0.39% of Independent Advisor Alliance's portfolio in Q2 2026, its #38 holding.
- Independent Advisor Alliance first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's IBM position peaked at $21.1M in Q2 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.