SEC 13F Intelligence

Alpha Omega Wealth Management LLC / IBM

Alpha Omega Wealth Management LLC’s International Business Machs Position

Does Alpha Omega Wealth Management LLC own International Business Machs (IBM)? Yes — 34.2K shares worth $8M (+1.35% of its 13F portfolio) as of Q1 2026, down from 35.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
34.2K
% of Portfolio
+1.35%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $7MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $10MQ4 ’25: $11MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.2K$8M+1.35%
Q4 202535.5K$11M+1.74%
Q3 202537.0K$10M+1.74%
Q2 202537.3K$11M+1.97%
Q1 202539.8K$10M+1.89%
Q4 202444.5K$10M+1.86%
Q3 202445.5K$10M+1.85%
Q2 202451.8K$9M+1.71%
Q1 202452.9K$10M+1.88%
Q4 202355.8K$9M+1.51%
Q3 202356.5K$8M+1.37%
Q2 202356.7K$8M+1.28%
Q1 202358.2K$8M+1.32%
Q4 202256.4K$8M+1.41%
Q3 202257.5K$7M+1.30%
Q2 202258.0K$8M+1.46%
Q1 202257.5K$7M+1.18%
Q4 202131.0K$4M+0.64%
Q3 202128.9K$4M+0.66%
Q2 202134.0K$5M+0.82%
Q1 202133.5K$4M+0.78%
Q4 202032.4K$4M+0.69%
Q3 202032.5K$4M+0.56%
Q2 202032.1K$4M+0.59%
Q1 202032.6K$4M+0.67%
Q4 201926.2K$4M+0.56%
Q3 201929.4K$4M+0.66%
Q2 201925.3K$3M+1.48%
Q1 201924.5K$3M+1.55%
Q4 201820.9K$2M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Omega Wealth Management LLC’s full portfolio or all institutional holders of IBM.