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Rather & Kittrell’s IBM IBM Stock Holding History

Rather & Kittrell’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 		$247K Sell
877
-35
-4% -$8.82K 0.03% 102
2026
Q1 		$221K Buy
912
+30
+3% +$8.12K 0.03% 103
2025
Q4 		$261K Buy
882
+69
+8% +$20.7K 0.04% 95
2025
Q3 		$229K Buy
813
+132
+19% +$34.6K 0.04% 93
2025
Q2 		$201K Buy
+681
New +$175K 0.04% 88
2022
Q1 		– Sell
-592
Closed -$79K – 159
2021
Q4 		$79K Buy
+592
New +$74.3K 0.07% 103

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

Rather & Kittrell's IBM Position: Q2 2026 in Review

Rather & Kittrell reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $8.82K and leaving 877 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #102.

Rather & Kittrell first reported a position in IBM in Q4 2021 and has held it in 6 quarters since. The position peaked at $261K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rather & Kittrell held 877 shares of IBM worth $247K as of Q2 2026.
  • Rather & Kittrell sold 35 IBM shares in Q2 2026, an estimated $8.82K.
  • IBM made up 0.03% of Rather & Kittrell's portfolio in Q2 2026, its #102 holding.
  • Rather & Kittrell first reported a position in IBM in Q4 2021 and has held it in 6 quarters since.
  • Rather & Kittrell's IBM position peaked at $261K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.