B. Riley Wealth Advisors’s IBM IBM Stock Holding History

B. Riley Wealth Advisors’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	$8.93M	Buy	32,127 +1,508	+5%	+$380K	0.48%	43
2026 Q1	$7.26M	Sell	30,619 -6,080	-17%	-$1.65M	0.46%	43
2025 Q4	$10.9M	Sell	36,699 -393	-1%	-$118K	0.5%	32
2025 Q3	$10.5M	Sell	37,092 -1,906	-5%	-$499K	0.48%	35
2025 Q2	$11.5M	Buy	+38,998	New	+$10M	0.54%	32
2024 Q4	$17.6M	Sell	80,271 -2,374	-3%	-$529K	0.58%	24
2024 Q3	$18.3M	Sell	82,645 -13,212	-14%	-$2.59M	0.51%	31
2024 Q2	$16.6M	Buy	95,857 +970	+1%	+$169K	0.42%	38
2024 Q1	$13.3M	Buy	94,887 +11,497	+14%	+$2.1M	0.36%	56
2023 Q4	$13.6M	Sell	83,390 -11,497	-12%	-$1.74M	0.37%	46
2023 Q3	$13.3M	Sell	94,887 -2,374	-2%	-$338K	0.36%	56
2023 Q2	$13M	Buy	97,261 +507	+0.5%	+$65.4K	0.29%	72
2023 Q1	$12.7M	Buy	96,754 +1,364	+1%	+$182K	0.34%	61
2022 Q4	$13.4M	Sell	95,390 -82	-0.1%	-$11.3K	0.38%	58
2022 Q3	$11.3M	Buy	95,472 +16,780	+21%	+$2.2M	0.34%	65
2022 Q2	$11.1M	Buy	78,692 +459	+0.6%	+$62K	0.47%	41
2022 Q1	$10.2M	Sell	78,233 -4,008	-5%	-$523K	0.33%	59
2021 Q4	$11M	Sell	82,241 -248	-0.3%	-$31.1K	0.32%	67
2021 Q3	$11M	Sell	82,489 -1,268	-2%	-$170K	0.35%	57
2021 Q2	$11.7M	Buy	83,757 +5,162	+7%	+$706K	0.38%	53
2021 Q1	$10M	Buy	78,595 +30,537	+64%	+$3.65M	0.35%	54
2020 Q4	$5.78M	Sell	48,058 -6,963	-13%	-$805K	0.31%	76
2020 Q3	$6.4M	Buy	55,021 +19,204	+54%	+$2.26M	0.34%	72
2020 Q2	$4.14M	Buy	35,817 +5,172	+17%	+$601K	0.28%	92
2020 Q1	$3.25M	Buy	30,645 +15,094	+97%	+$1.91M	0.28%	86
2019 Q4	$1.99M	Sell	15,551 -465	-3%	-$60.4K	0.17%	138
2019 Q3	$2.23M	Buy	16,016 +3,596	+29%	+$485K	0.22%	98
2019 Q2	$1.64M	Buy	12,420 +3,192	+35%	+$419K	0.18%	116
2019 Q1	$1.25M	Buy	9,228 +586	+7%	+$74.7K	0.16%	150
2018 Q4	$941K	Sell	8,642 -1,525	-15%	-$183K	0.13%	163
2018 Q3	$1.47M	Sell	10,167 -228	-2%	-$31.9K	0.18%	136
2018 Q2	$1.39M	Buy	10,395 +1,160	+13%	+$162K	0.18%	136
2018 Q1	$1.36M	Buy	9,235 +1,949	+27%	+$295K	0.19%	129
2017 Q4	$1.07M	Sell	7,286 -767	-10%	-$112K	0.14%	169
2017 Q3	$1.12M	Sell	8,053 -1,656	-17%	-$231K	0.19%	132
2017 Q2	$1.43M	Buy	9,709 +690	+8%	+$104K	0.26%	110
2017 Q1	$1.5M	Sell	9,019 -5,052	-36%	-$847K	0.3%	93
2016 Q4	$2.23M	Sell	14,071 -2,548	-15%	-$388K	0.45%	50
2016 Q3	$2.53M	Sell	16,619 -4,996	-23%	-$758K	0.5%	40
2016 Q2	$3.14M	Buy	21,615 +993	+5%	+$142K	0.63%	31
2016 Q1	$2.99M	Buy	20,622 +265	+1%	+$33.9K	0.69%	28
2015 Q4	$2.68M	Buy	20,357 +10,625	+109%	+$1.43M	0.54%	39
2015 Q3	$1.35M	Buy	9,732 +2,887	+42%	+$426K	0.32%	72
2015 Q2	$1.07M	Sell	6,845 -2,118	-24%	-$340K	0.26%	97
2015 Q1	$1.38M	Sell	8,963 -4,793	-35%	-$727K	0.34%	69
2014 Q4	$12.3K	Buy	13,756 +5,656	+70%	+$900K	0.26%	74
2014 Q3	$1.69M	Sell	8,100 -11,268	-58%	-$2.05M	0.44%	41
2014 Q2	$2.31M	Buy	19,368 +13,146	+211%	+$2.37M	0.54%	26
2014 Q1	$1.15M	Buy	6,222 +302	+5%	+$53.2K	0.35%	60
2013 Q4	$1.06M	Buy	5,920 +660	+13%	+$114K	0.34%	69
2013 Q3	$931K	Buy	5,260 +283	+6%	+$51.4K	0.32%	70
2013 Q2	$909K	Buy	+4,977	New	+$969K	0.31%	66

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

B. Riley Wealth Advisors's IBM Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its IBM (IBM) stake by 4.9% in Q2 2026, buying an estimated $380K and bringing the position to 32,127 shares worth $8.93M. The position accounts for 0.48% of the portfolio, ranked #43.

B. Riley Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.3M in Q3 2024. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

B. Riley Wealth Advisors held 32,127 shares of IBM worth $8.93M as of Q2 2026.
B. Riley Wealth Advisors bought 1,508 IBM shares in Q2 2026, an estimated $380K.
IBM made up 0.48% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #43 holding.
B. Riley Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's IBM position peaked at $18.3M in Q3 2024.
984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.