Frank Rimerman Advisors’s IBM IBM Stock Holding History

Frank Rimerman 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 Q1	$5.92M	Buy	24,404 +435	+2%	+$118K	0.39%	39
2025 Q4	$7.1M	Buy	23,969 +1,631	+7%	+$488K	0.45%	31
2025 Q3	$6.3M	Sell	22,338 -47	-0.2%	-$12.3K	0.4%	36
2025 Q2	$6.6M	Buy	22,385 +3,672	+20%	+$946K	0.44%	32
2025 Q1	$4.65M	Buy	18,713 +177	+1%	+$43.3K	0.37%	43
2024 Q4	$4.07M	Buy	18,536 +10	+0.1%	+$2.23K	0.3%	48
2024 Q3	$4.1M	Sell	18,526 -3,548	-16%	-$696K	0.29%	54
2024 Q2	$3.82M	Buy	22,074 +21,661	+5,245%	+$3.76M	0.27%	61
2024 Q1	$78.9K	Hold	413	–	–	0.02%	113
2023 Q4	$67.5K	Buy	+413	New	+$62.4K	0.01%	112

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Frank Rimerman Advisors's IBM Position: Q1 2026 in Review

Frank Rimerman Advisors increased its IBM (IBM) stake by 1.8% in Q1 2026, buying an estimated $118K and bringing the position to 24,404 shares worth $5.92M. The position accounts for 0.39% of the portfolio, ranked #39.

Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.1M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Frank Rimerman Advisors held 24,404 shares of IBM worth $5.92M as of Q1 2026.
Frank Rimerman Advisors bought 435 IBM shares in Q1 2026, an estimated $118K.
IBM made up 0.39% of Frank Rimerman Advisors's portfolio in Q1 2026, its #39 holding.
Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's IBM position peaked at $7.1M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.