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Independent Advisor Alliance’s IBM IBM Stock Holding History

Independent Advisor 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
2021
Q1 		– Sell
-10
Closed -$3K – 619
2020
Q4 		$3K Buy
+10
New +$1.16K ﹤0.01% 561

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

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. 3,643 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.
  • 3,643 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.