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 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 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

Rakuten Investment Management's IBM Position: Q1 2026 in Review

Rakuten Investment Management increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $4.3M and bringing the position to 138,724 shares worth $32.9M. The position accounts for 0.07% of the portfolio, ranked #55.

Rakuten Investment Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.6M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Rakuten Investment Management held 138,724 shares of IBM worth $32.9M as of Q1 2026.
Rakuten Investment Management bought 15,896 IBM shares in Q1 2026, an estimated $4.3M.
IBM made up 0.07% of Rakuten Investment Management's portfolio in Q1 2026, its #55 holding.
Rakuten Investment Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's IBM position peaked at $37.6M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.