WAAG
IBM icon

Wealth Alliance Advisory Group’s IBM IBM Stock Holding History

Wealth Alliance Advisory Group’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 		$416K Buy
1,479
+35
+2% +$8.82K 0.06% 128
2026
Q1 		$350K Sell
1,444
-2,556
-64% -$692K 0.06% 146
2025
Q4 		$1.18M Sell
4,000
-1,532
-28% -$459K 0.2% 76
2025
Q3 		$1.56M Buy
5,532
+4,225
+323% +$1.11M 0.28% 63
2025
Q2 		$385K Sell
1,307
-115
-8% -$29.6K 0.07% 129
2025
Q1 		$354K Sell
1,422
-495
-26% -$121K 0.07% 132
2024
Q4 		$421K Sell
1,917
-325
-14% -$72.4K 0.09% 116
2024
Q3 		$496K Sell
2,242
-3,301
-60% -$647K 0.1% 111
2024
Q2 		$959K Sell
5,543
-254
-4% -$44.1K 0.22% 74
2024
Q1 		$1.11M Buy
5,797
+950
+20% +$173K 0.26% 60
2023
Q4 		$793K Sell
4,847
-195
-4% -$29.5K 0.21% 70
2023
Q3 		$707K Sell
5,042
-760
-13% -$108K 0.21% 69
2023
Q2 		$776K Buy
5,802
+322
+6% +$41.6K 0.27% 59
2023
Q1 		$718K Buy
5,480
+1,730
+46% +$231K 0.27% 60
2022
Q4 		$528K Buy
3,750
+886
+31% +$122K 0.2% 75
2022
Q3 		$340K Buy
2,864
+603
+27% +$79.1K 0.15% 92
2022
Q2 		$319K Buy
2,261
+289
+15% +$39K 0.15% 100
2022
Q1 		$256K Sell
1,972
-34
-2% -$4.43K 0.11% 122
2021
Q4 		$268K Buy
2,006
+224
+13% +$28.1K 0.12% 129
2021
Q3 		$237K Buy
1,782
+191
+12% +$25.5K 0.12% 124
2021
Q2 		$223K Sell
1,591
-52
-3% -$7.11K 0.11% 135
2021
Q1 		$209K Buy
+1,643
New +$197K 0.11% 137
2020
Q1 		– Sell
-1,564
Closed -$200K – 128
2019
Q4 		$200K Sell
1,564
-214
-12% -$27.8K 0.11% 126
2019
Q3 		$243K Hold
1,778
– – 0.15% 103
2019
Q2 		$244K Hold
1,778
– – 0.15% 102
2019
Q1 		$234K Buy
+1,778
New +$227K 0.15% 105

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Alliance Advisory Group's IBM Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its IBM (IBM) stake by 2.4% in Q2 2026, buying an estimated $8.82K and bringing the position to 1,479 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #128.

Wealth Alliance Advisory Group first reported a position in IBM in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.56M in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Alliance Advisory Group held 1,479 shares of IBM worth $416K as of Q2 2026.
  • Wealth Alliance Advisory Group bought 35 IBM shares in Q2 2026, an estimated $8.82K.
  • IBM made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Wealth Alliance Advisory Group first reported a position in IBM in Q1 2019 and has held it in 26 quarters since.
  • Wealth Alliance Advisory Group's IBM position peaked at $1.56M in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.