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 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 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

Rather & Kittrell's IBM Position: Q1 2026 in Review

Rather & Kittrell increased its IBM (IBM) stake by 3.4% in Q1 2026, buying an estimated $8.12K and bringing the position to 912 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #103.

Rather & Kittrell first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Rather & Kittrell held 912 shares of IBM worth $221K as of Q1 2026.
Rather & Kittrell bought 30 IBM shares in Q1 2026, an estimated $8.12K.
IBM made up 0.03% of Rather & Kittrell's portfolio in Q1 2026, its #103 holding.
Rather & Kittrell first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
Rather & Kittrell's IBM position peaked at $261K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.