INTL BUSINESS MACHINES CORP · CUSIP 459200101 · CIK 2009486
As of 2026-06-30, Alternative Investment Advisors, LLC. reported 10.85K IBM (shares), valued at $3.05M, or 1.18% of its reported non-derivative portfolio. Filed 2026-08-31.
Verify history & sources →Shares increased 0.14%; reported value increased 16.14%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.18% | 10,850 | SEC filing ↗Filed Aug 31, 2026 |
| Q1 2026 | 1.17% | 10,835 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.39% | 10,841 | SEC filing ↗Filed Feb 24, 2026 |
| Q3 2025 | 1.39% | 10,855 | SEC filing ↗Filed Dec 17, 2025 |
| Q2 2025 | 1.59% | 10,854 | SEC filing ↗Filed Sep 8, 2025 |
| Q1 2025 | 1.42% | 10,783 | SEC filing ↗Filed Sep 8, 2025 |
| Q4 2024 | 1.23% | 10,735 | SEC filing ↗Filed Sep 8, 2025 |
| Q3 2024 | 1.24% | 10,660 | SEC filing ↗Filed Dec 11, 2024 |
| Q2 2024 | 1.02% | 10,346 | SEC filing ↗Filed Sep 26, 2024 |
| Q1 2024 | 1.17% | 10,247 | SEC filing ↗Filed Dec 11, 2024 |
| Q4 2023 | 1.09% | 10,223 | SEC filing ↗Filed Dec 11, 2024 |
| Q3 2023 | 1.00% | 10,232 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.00% | 10,232 | $1.44M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q4 2023 | 1.09% | 10,223 | $1.67M | Shares decreased 0.09%; reported value increased 16.46%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 11, 2024 |
| Q1 2024 | 1.17% | 10,247 | $1.95M | Shares increased 0.23%; reported value increased 16.34%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 11, 2024 |
| Q2 2024 | 1.02% | 10,346 | $1.79M | Shares increased 0.97%; reported value decreased 8.00%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 26, 2024 |
| Q3 2024 | 1.24% | 10,660 | $2.36M | Shares increased 3.03%; reported value increased 31.69%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 11, 2024 |
| Q4 2024 | 1.23% | 10,735 | $2.36M | Shares increased 0.70%; reported value increased 0.15%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 8, 2025 |
| Q1 2025 | 1.42% | 10,783 | $2.68M | Shares increased 0.45%; reported value increased 13.61%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 8, 2025 |
| Q2 2025 | 1.59% | 10,854 | $3.20M | Shares increased 0.66%; reported value increased 19.32%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 8, 2025 |
| Q3 2025 | 1.39% | 10,855 | $3.06M | Shares increased 0.01%; reported value decreased 4.26%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 17, 2025 |
| Q4 2025 | 1.39% | 10,841 | $3.21M | Shares decreased 0.13%; reported value increased 4.86%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 24, 2026 |
| Q1 2026 | 1.17% | 10,835 | $2.63M | Shares decreased 0.06%; reported value decreased 18.21%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.18% | 10,850 | $3.05M | Shares increased 0.14%; reported value increased 16.14%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.