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Curi RMB Capital’s IBM IBM Stock Holding History

Curi RMB Capital’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
Q1 		$27.8M Buy
114,864
+9,016
+9% +$2.44M 0.5% 49
2025
Q4 		$31.4M Buy
105,848
+254
+0.2% +$76.1K 0.54% 40
2025
Q3 		$29.8M Sell
105,594
-955
-0.9% -$250K 0.55% 41
2025
Q2 		$31.4M Buy
106,549
+27,259
+34% +$7.02M 0.6% 35
2025
Q1 		$19.7M Buy
79,290
+17,107
+28% +$4.18M 0.49% 54
2024
Q4 		$13.7M Buy
62,183
+7,533
+14% +$1.68M 0.32% 102
2024
Q3 		$12.1M Sell
54,650
-2,516
-4% -$493K 0.27% 116
2024
Q2 		$9.89M Buy
57,166
+499
+0.9% +$86.7K 0.24% 127
2024
Q1 		$10.8M Buy
56,667
+8,184
+17% +$1.49M 0.25% 121
2023
Q4 		$7.93M Sell
48,483
-2,226
-4% -$336K 0.24% 110
2023
Q3 		$7.11M Buy
50,709
+405
+0.8% +$57.6K 0.24% 112
2023
Q2 		$6.73M Buy
50,304
+3,613
+8% +$466K 0.22% 122
2023
Q1 		$6.12M Buy
46,691
+12,250
+36% +$1.64M 0.21% 119
2022
Q4 		$4.85M Buy
34,441
+13,961
+68% +$1.93M 0.17% 136
2022
Q3 		$2.43M Buy
20,480
+14,984
+273% +$1.97M 0.09% 206
2022
Q2 		$776K Buy
5,496
+3,378
+159% +$456K 0.03% 306
2022
Q1 		$275K Buy
2,118
+12
+0.6% +$1.56K 0.01% 398
2021
Q4 		$281K Sell
2,106
-1,269
-38% -$159K 0.01% 413
2021
Q3 		$448K Buy
3,375
+1,025
+44% +$137K 0.01% 358
2021
Q2 		$329K Buy
+2,350
New +$321K 0.01% 400
2020
Q4 		– Sell
-3,332
Closed -$388K – 612
2020
Q3 		$388K Buy
+3,332
New +$392K 0.02% 456
2019
Q4 		– Sell
-3,865
Closed -$537K – 697
2019
Q3 		$537K Buy
3,865
+12
+0.3% +$1.62K 0.01% 472
2019
Q2 		$508K Sell
3,853
-3,520
-48% -$462K 0.01% 541
2019
Q1 		$995K Buy
7,373
+2,295
+45% +$293K 0.03% 450
2018
Q4 		$552K Sell
5,078
-1,665
-25% -$200K 0.01% 609
2018
Q3 		$975K Sell
6,743
-111
-2% -$15.5K 0.02% 505
2018
Q2 		$915K Buy
6,854
+1,107
+19% +$154K 0.02% 511
2018
Q1 		$843K Sell
5,747
-3,250
-36% -$492K 0.02% 537
2017
Q4 		$1.32M Buy
8,997
+14
+0.2% +$2.04K 0.03% 436
2017
Q3 		$1.25M Buy
8,983
+143
+2% +$19.9K 0.03% 405
2017
Q2 		$1.3M Buy
8,840
+1,306
+17% +$197K 0.04% 416
2017
Q1 		$1.25M Sell
7,534
-694
-8% -$116K 0.05% 276
2016
Q4 		$1.31M Buy
+8,228
New +$1.25M 0.07% 221
2015
Q4 		– Sell
-1,714
Closed -$238K – 467
2015
Q3 		$238K Sell
1,714
-74
-4% -$10.9K 0.02% 386
2015
Q2 		$278K Buy
1,788
+351
+24% +$56.4K 0.02% 359
2015
Q1 		$221K Buy
1,437
+40
+3% +$6.07K 0.01% 453
2014
Q4 		$214K Sell
1,397
-205
-13% -$32.6K 0.01% 412
2014
Q3 		$291K Sell
1,602
-195
-11% -$35.5K 0.02% 390
2014
Q2 		$312K Sell
1,797
-25
-1% -$4.5K 0.02% 362
2014
Q1 		$335K Buy
1,822
+30
+2% +$5.28K 0.02% 303
2013
Q4 		$321K Sell
1,792
-549
-23% -$94.7K 0.02% 282
2013
Q3 		$414K Sell
2,341
-6,847
-75% -$1.24M 0.03% 268
2013
Q2 		$1.68M Buy
+9,188
New +$1.79M 0.13% 179

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi RMB Capital's IBM Position: Q1 2026 in Review

Curi RMB Capital increased its IBM (IBM) stake by 8.5% in Q1 2026, buying an estimated $2.44M and bringing the position to 114,864 shares worth $27.8M. The position accounts for 0.5% of the portfolio, ranked #49.

Curi RMB Capital first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $31.4M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Curi RMB Capital held 114,864 shares of IBM worth $27.8M as of Q1 2026.
  • Curi RMB Capital bought 9,016 IBM shares in Q1 2026, an estimated $2.44M.
  • IBM made up 0.5% of Curi RMB Capital's portfolio in Q1 2026, its #49 holding.
  • Curi RMB Capital first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • Curi RMB Capital's IBM position peaked at $31.4M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.