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Rakuten Investment Management’s IBM IBM Stock Holding History

Rakuten Investment Management’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 		$42.7M Buy
153,622
+14,898
+11% +$3.75M 0.12% 53
2026
Q1 		$32.9M Buy
138,724
+15,896
+13% +$4.3M 0.07% 55
2025
Q4 		$37.6M Buy
122,828
+116,916
+1,978% +$35M 0.13% 47
2025
Q3 		$543K Buy
+5,912
New +$1.55M ﹤0.01% 557
2025
Q1 		$20.6M Buy
+84,513
New +$20.7M 0.09% 56
2024
Q3 		$11.5M Buy
52,148
+13,061
+33% +$2.56M 0.07% 52
2024
Q2 		$6.68M Buy
39,087
+14,498
+59% +$2.52M 0.04% 66
2024
Q1 		$4.7M Buy
24,589
+22,333
+990% +$4.07M 0.03% 61
2023
Q4 		$369K Buy
+2,256
New +$341K ﹤0.01% 66

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's IBM Position: Q2 2026 in Review

Rakuten Investment Management increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $3.75M and bringing the position to 153,622 shares worth $42.7M. The position accounts for 0.12% of the portfolio, ranked #53.

Rakuten Investment Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rakuten Investment Management held 153,622 shares of IBM worth $42.7M as of Q2 2026.
  • Rakuten Investment Management bought 14,898 IBM shares in Q2 2026, an estimated $3.75M.
  • IBM made up 0.12% of Rakuten Investment Management's portfolio in Q2 2026, its #53 holding.
  • Rakuten Investment Management first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.