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 Q2	$647K	Buy	2,300 +1,300	+130%	+$328K	0.01%	541
2026 Q1	$242K	Buy	+1,000	New	+$271K	﹤0.01%	780
2025 Q4	–	Hold	0	–	–	–	755

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curi RMB Capital's IBM Position: Q2 2026 in Review

Curi RMB Capital increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $458K and bringing the position to 116,681 shares worth $32.8M. The position accounts for 0.51% of the portfolio, ranked #45.

Curi RMB Capital first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Curi RMB Capital held 116,681 shares of IBM worth $32.8M as of Q2 2026.
Curi RMB Capital bought 1,817 IBM shares in Q2 2026, an estimated $458K.
IBM made up 0.51% of Curi RMB Capital's portfolio in Q2 2026, its #45 holding.
Curi RMB Capital first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.