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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
Q2 		$6.7M Sell
23,814
-590
-2% -$149K 0.38% 40
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frank Rimerman Advisors's IBM Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $149K and leaving 23,814 shares worth $6.7M. The position accounts for 0.38% of the portfolio, ranked #40.

Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.1M in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Frank Rimerman Advisors held 23,814 shares of IBM worth $6.7M as of Q2 2026.
  • Frank Rimerman Advisors sold 590 IBM shares in Q2 2026, an estimated $149K.
  • IBM made up 0.38% of Frank Rimerman Advisors's portfolio in Q2 2026, its #40 holding.
  • Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's IBM position peaked at $7.1M in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.