Rathbones Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.88M | Sell |
36,640
-863
| -2% | -$234K | 0.04% | 165 |
|
|
2025
Q4 | $11.1M | Buy |
37,503
+344
| +0.9% | +$103K | 0.04% | 154 |
|
|
2025
Q3 | $10.5M | Buy |
37,159
+737
| +2% | +$193K | 0.04% | 160 |
|
|
2025
Q2 | $10.7M | Sell |
36,422
-2,399
| -6% | -$618K | 0.05% | 157 |
|
|
2025
Q1 | $9.65M | Buy |
38,821
+1,816
| +5% | +$444K | 0.05% | 157 |
|
|
2024
Q4 | $8.13M | Buy |
37,005
+1,173
| +3% | +$261K | 0.04% | 165 |
|
|
2024
Q3 | $7.92M | Sell |
35,832
-1,588
| -4% | -$311K | 0.04% | 162 |
|
|
2024
Q2 | $6.47M | Sell |
37,420
-873
| -2% | -$152K | 0.04% | 165 |
|
|
2024
Q1 | $7.31M | Sell |
38,293
-465
| -1% | -$84.8K | 0.04% | 160 |
|
|
2023
Q4 | $6.34M | Sell |
38,758
-1,704
| -4% | -$257K | 0.04% | 165 |
|
|
2023
Q3 | $5.68M | Buy |
40,462
+20,378
| +101% | +$2.9M | 0.04% | 164 |
|
|
2023
Q2 | $2.69M | Sell |
20,084
-908
| -4% | -$117K | 0.03% | 184 |
|
|
2023
Q1 | $2.75M | Sell |
20,992
-906
| -4% | -$121K | 0.03% | 180 |
|
|
2022
Q4 | $3.09M | Buy |
21,898
+15
| +0.1% | +$2.07K | 0.03% | 171 |
|
|
2022
Q3 | $2.6M | Sell |
21,883
-2,049
| -9% | -$269K | 0.03% | 183 |
|
|
2022
Q2 | $3.38M | Sell |
23,932
-870
| -4% | -$117K | 0.04% | 175 |
|
|
2022
Q1 | $3.23M | Sell |
24,802
-510
| -2% | -$66.5K | 0.03% | 184 |
|
|
2021
Q4 | $3.38M | Sell |
25,312
-1,124
| -4% | -$141K | 0.03% | 183 |
|
|
2021
Q3 | $3.51M | Sell |
26,436
-2,154
| -8% | -$288K | 0.04% | 177 |
|
|
2021
Q2 | $4.01M | Sell |
28,590
-1,063
| -4% | -$145K | 0.04% | 164 |
|
|
2021
Q1 | $3.78M | Sell |
29,653
-199
| -0.7% | -$23.8K | 0.05% | 158 |
|
|
2020
Q4 | $3.59M | Sell |
29,852
-1,986
| -6% | -$230K | 0.05% | 149 |
|
|
2020
Q3 | $3.7M | Sell |
31,838
-3,600
| -10% | -$424K | 0.06% | 139 |
|
|
2020
Q2 | $4.09M | Sell |
35,438
-157
| -0.4% | -$18.2K | 0.08% | 124 |
|
|
2020
Q1 | $3.77M | Buy |
35,595
+336
| +1% | +$42.5K | 0.11% | 112 |
|
|
2019
Q4 | $4.52M | Buy |
35,259
+923
| +3% | +$120K | 0.12% | 114 |
|
|
2019
Q3 | $4.77M | Buy |
34,336
+1,994
| +6% | +$269K | 0.14% | 110 |
|
|
2019
Q2 | $4.26M | Sell |
32,342
-1,240
| -4% | -$163K | 0.13% | 105 |
|
|
2019
Q1 | $4.53M | Sell |
33,582
-2,185
| -6% | -$279K | 0.15% | 105 |
|
|
2018
Q4 | $3.89M | Sell |
35,767
-3,764
| -10% | -$452K | 0.15% | 104 |
|
|
2018
Q3 | $5.71M | Buy |
39,531
+2,321
| +6% | +$324K | 0.19% | 90 |
|
|
2018
Q2 | $4.97M | Sell |
37,210
-3,536
| -9% | -$493K | 0.19% | 92 |
|
|
2018
Q1 | $5.98M | Sell |
40,746
-4,133
| -9% | -$625K | 0.24% | 84 |
|
|
2017
Q4 | $6.58M | Sell |
44,879
-6,820
| -13% | -$992K | 0.27% | 81 |
|
|
2017
Q3 | $7.17M | Sell |
51,699
-947
| -2% | -$132K | 0.31% | 76 |
|
|
2017
Q2 | $7.74M | Sell |
52,646
-618
| -1% | -$93.2K | 0.35% | 72 |
|
|
2017
Q1 | $8.87M | Sell |
53,264
-43
| -0.1% | -$7.21K | 0.4% | 69 |
|
|
2016
Q4 | $8.46M | Buy |
53,307
+1,414
| +3% | +$215K | 0.42% | 69 |
|
|
2016
Q3 | $7.88M | Buy |
51,893
+845
| +2% | +$128K | 0.41% | 69 |
|
|
2016
Q2 | $7.41M | Buy |
51,048
+2,000
| +4% | +$286K | 0.41% | 65 |
|
|
2016
Q1 | $7.1M | Buy |
49,048
+5,512
| +13% | +$704K | 0.43% | 57 |
|
|
2015
Q4 | $5.53M | Sell |
43,536
-656
| -1% | -$88.1K | 0.35% | 66 |
|
|
2015
Q3 | $6.13M | Sell |
44,192
-83
| -0.2% | -$12.3K | 0.41% | 64 |
|
|
2015
Q2 | $6.88M | Buy |
44,275
+886
| +2% | +$142K | 0.45% | 60 |
|
|
2015
Q1 | $6.66M | Sell |
43,389
-4,165
| -9% | -$632K | 0.44% | 62 |
|
|
2014
Q4 | $7.29M | Buy |
47,554
+437
| +0.9% | +$69.5K | 0.48% | 65 |
|
|
2014
Q3 | $8.55M | Sell |
47,117
-403
| -0.8% | -$73.4K | 0.59% | 62 |
|
|
2014
Q2 | $8.23M | Sell |
47,520
-351
| -0.7% | -$63.2K | 0.58% | 61 |
|
|
2014
Q1 | $8.81M | Sell |
47,871
-13,553
| -22% | -$2.39M | 0.71% | 55 |
|
|
2013
Q4 | $11M | Buy |
61,424
+3,825
| +7% | +$660K | 1.1% | 31 |
|
|
2013
Q3 | $10.2M | Sell |
57,599
-8,059
| -12% | -$1.46M | 1.19% | 23 |
|
|
2013
Q2 | $12M | Buy |
+65,658
| New | +$12.8M | 1.62% | 17 |
|
Other funds holding IBM
VCM
VPM
Rathbones Group's IBM Position: Q1 2026 in Review
Rathbones Group reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $234K and leaving 36,640 shares worth $8.88M. The position accounts for 0.04% of the portfolio, ranked #165.
Rathbones Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Rathbones Group held 36,640 shares of IBM worth $8.88M as of Q1 2026.
- Rathbones Group sold 863 IBM shares in Q1 2026, an estimated $234K.
- IBM made up 0.04% of Rathbones Group's portfolio in Q1 2026, its #165 holding.
- Rathbones Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Rathbones Group's IBM position peaked at $12M in Q2 2013.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.