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 Q3	$4.66M	Sell	21,180 -2,634	-11%	-$625K	0.26%	60
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Frank Rimerman Advisors's IBM Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its IBM (IBM) stake by 11% in Q3 2026, selling an estimated $625K and leaving 21,180 shares worth $4.66M. The position accounts for 0.26% of the portfolio, ranked #60.

Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.1M in Q4 2025. 2,123 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Frank Rimerman Advisors held 21,180 shares of IBM worth $4.66M as of Q3 2026.
Frank Rimerman Advisors sold 2,634 IBM shares in Q3 2026, an estimated $625K.
IBM made up 0.26% of Frank Rimerman Advisors's portfolio in Q3 2026, its #60 holding.
Frank Rimerman Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's IBM position peaked at $7.1M in Q4 2025.
2,123 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.