IAA
IBM icon

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's IBM Position: Q1 2026 in Review

Independent Advisor Alliance reduced its IBM (IBM) stake by 18% in Q1 2026, selling an estimated $3.49M and leaving 57,448 shares worth $13.9M. The position accounts for 0.15% of the portfolio, ranked #128.

Independent Advisor Alliance first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.1M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Independent Advisor Alliance held 57,448 shares of IBM worth $13.9M as of Q1 2026.
  • Independent Advisor Alliance sold 12,897 IBM shares in Q1 2026, an estimated $3.49M.
  • IBM made up 0.15% of Independent Advisor Alliance's portfolio in Q1 2026, its #128 holding.
  • Independent Advisor Alliance first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's IBM position peaked at $21.1M in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.