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Wealth Alliance’s IBM IBM Stock Holding History

Wealth 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
2026
Q2 		$1.57M Sell
5,600
-488
-8% -$123K 0.13% 138
2026
Q1 		$1.48M Sell
6,088
-90
-1% -$24.4K 0.15% 131
2025
Q4 		$1.83M Buy
6,178
+338
+6% +$101K 0.18% 105
2025
Q3 		$1.65M Sell
5,840
-315
-5% -$82.5K 0.17% 112
2025
Q2 		$1.81M Buy
6,155
+148
+2% +$38.1K 0.2% 94
2025
Q1 		$1.49M Buy
6,007
+12
+0.2% +$2.94K 0.18% 113
2024
Q4 		$1.32M Sell
5,995
-154
-3% -$34.3K 0.16% 127
2024
Q3 		$1.36M Buy
6,149
+204
+3% +$40K 0.16% 124
2024
Q2 		$1.03M Buy
5,945
+245
+4% +$42.6K 0.13% 149
2024
Q1 		$1.09M Sell
5,700
-46
-0.8% -$8.39K 0.14% 148
2023
Q4 		$940K Sell
5,746
-5
-0.1% -$756 0.13% 156
2023
Q3 		$807K Buy
5,751
+22
+0.4% +$3.13K 0.13% 167
2023
Q2 		$767K Buy
5,729
+153
+3% +$19.7K 0.11% 181
2023
Q1 		$731K Sell
5,576
-556
-9% -$74.4K 0.12% 184
2022
Q4 		$864K Sell
6,132
-280
-4% -$38.6K 0.15% 153
2022
Q3 		$762K Sell
6,412
-982
-13% -$129K 0.15% 147
2022
Q2 		$1.04M Buy
7,394
+2,494
+51% +$337K 0.2% 116
2022
Q1 		$637K Buy
4,900
+358
+8% +$46.7K 0.13% 175
2021
Q4 		$607K Sell
4,542
-1,099
-19% -$138K 0.12% 187
2021
Q3 		$749K Sell
5,641
-1,840
-25% -$246K 0.17% 139
2021
Q2 		$1.05M Buy
7,481
+477
+7% +$65.2K 0.25% 96
2021
Q1 		$893K Sell
7,004
-413
-6% -$49.4K 0.25% 96
2020
Q4 		$893K Buy
7,417
+799
+12% +$92.3K 0.26% 88
2020
Q3 		$770K Buy
6,618
+745
+13% +$87.7K 0.28% 84
2020
Q2 		$678K Buy
5,873
+3,046
+108% +$354K 0.27% 94
2020
Q1 		$300K Buy
+2,827
New +$358K 0.16% 158

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 $3.37T AUM 44.26% 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

Wealth Alliance's IBM Position: Q2 2026 in Review

Wealth Alliance reduced its IBM (IBM) stake by 8% in Q2 2026, selling an estimated $123K and leaving 5,600 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #138.

Wealth Alliance first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.83M in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Alliance held 5,600 shares of IBM worth $1.57M as of Q2 2026.
  • Wealth Alliance sold 488 IBM shares in Q2 2026, an estimated $123K.
  • IBM made up 0.13% of Wealth Alliance's portfolio in Q2 2026, its #138 holding.
  • Wealth Alliance first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's IBM position peaked at $1.83M in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.