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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 		$334K Sell
1,200
-108,800
-99% -$27.4M 0.02% 589
2026
Q1 		$261K Buy
110,000
+108,300
+6,371% +$29.3M 0.02% 618
2025
Q4 		$504K Sell
1,700
-58,300
-97% -$17.5M 0.02% 515
2025
Q3 		$169K Buy
60,000
+58,900
+5,355% +$15.4M 0.01% 913
2025
Q2 		$324K Buy
+1,100
New +$283K 0.02% 682

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 1,000 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.
  • 1,000 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.