Rational Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $477K | Buy |
+1,695
| New | +$427K | 0.04% | 116 |
|
|
2026
Q1 | – | Sell |
-4,061
| Closed | -$1.2M | – | 185 |
|
|
2025
Q4 | $1.2M | Buy |
4,061
+942
| +30% | +$282K | 0.12% | 86 |
|
|
2025
Q3 | $880K | Buy |
3,119
+749
| +32% | +$196K | 0.09% | 87 |
|
|
2025
Q2 | $699K | Sell |
2,370
-390
| -14% | -$100K | 0.07% | 91 |
|
|
2025
Q1 | $686K | Sell |
2,760
-1,593
| -37% | -$390K | 0.07% | 93 |
|
|
2024
Q4 | $957K | Sell |
4,353
-1,998
| -31% | -$445K | 0.09% | 72 |
|
|
2024
Q3 | $1.4M | Buy |
6,351
+5,149
| +428% | +$1.01M | 0.14% | 77 |
|
|
2024
Q2 | $208K | Sell |
1,202
-880
| -42% | -$153K | 0.02% | 112 |
|
|
2024
Q1 | $398K | Sell |
2,082
-1,111
| -35% | -$203K | 0.04% | 99 |
|
|
2023
Q4 | $522K | Buy |
3,193
+1,446
| +83% | +$219K | 0.05% | 87 |
|
|
2023
Q3 | $245K | Buy |
+1,747
| New | +$249K | 0.02% | 106 |
|
|
2020
Q4 | – | Sell |
-8,282
| Closed | -$963K | – | 394 |
|
|
2020
Q3 | $963K | Buy |
8,282
+2,699
| +48% | +$318K | 0.41% | 97 |
|
|
2020
Q2 | $645K | Buy |
+5,583
| New | +$648K | 0.33% | 99 |
|
|
2020
Q1 | – | Sell |
-3,890
| Closed | -$498K | – | 333 |
|
|
2019
Q4 | $498K | Buy |
3,890
+840
| +28% | +$109K | 0.23% | 123 |
|
|
2019
Q3 | $425K | Sell |
3,050
-518
| -15% | -$69.9K | 0.16% | 146 |
|
|
2019
Q2 | $470K | Sell |
3,568
-1,304
| -27% | -$171K | 0.17% | 148 |
|
|
2019
Q1 | $657K | Sell |
4,872
-3,254
| -40% | -$415K | 0.18% | 130 |
|
|
2018
Q4 | $884K | Buy |
8,126
+4,438
| +120% | +$533K | 0.28% | 80 |
|
|
2018
Q3 | $533K | Sell |
3,688
-6,939
| -65% | -$970K | 0.13% | 149 |
|
|
2018
Q2 | $1.42M | Buy |
10,627
+4,979
| +88% | +$694K | 0.67% | 55 |
|
|
2018
Q1 | $829K | Sell |
5,648
-3,661
| -39% | -$554K | 0.39% | 96 |
|
|
2017
Q4 | $1.36M | Buy |
9,309
+4,288
| +85% | +$624K | 0.71% | 47 |
|
|
2017
Q3 | $696K | Buy |
5,021
+3,347
| +200% | +$466K | 0.37% | 88 |
|
|
2017
Q2 | $246K | Buy |
+1,674
| New | +$252K | 0.15% | 164 |
|
|
2016
Q2 | – | Sell |
-18,540
| Closed | -$2.68M | – | 229 |
|
|
2016
Q1 | $2.68M | Buy |
+18,540
| New | +$2.37M | 1.76% | 10 |
|
|
2015
Q3 | $1.52M | Hold |
10,983
| – | – | 0.61% | 68 |
|
|
2015
Q2 | $1.71M | Sell |
10,983
-2,877
| -21% | -$462K | 0.55% | 70 |
|
|
2015
Q1 | $2.13M | Hold |
13,860
| – | – | 0.51% | 67 |
|
|
2014
Q4 | $2.13M | Buy |
+13,860
| New | +$2.21M | 0.42% | 82 |
|
|
2013
Q4 | $2.38M | Sell |
13,279
-34
| -0.3% | -$5.86K | 0.2% | 162 |
|
|
2013
Q3 | $2.36M | Hold |
13,313
| – | – | 0.18% | 177 |
|
|
2013
Q2 | $2.43M | Buy |
+13,313
| New | +$2.59M | 0.2% | 166 |
|
Other funds holding IBM
ECSS
Rational Advisors's IBM Position: Q2 2026 in Review
Rational Advisors opened a new position in IBM (IBM) in Q2 2026: 1,695 shares worth $477K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings. This is a return to the name: Rational Advisors previously reported a position in IBM as recently as Q4 2025.
Rational Advisors first reported a position in IBM in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.68M in Q1 2016. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Rational Advisors held 1,695 shares of IBM worth $477K as of Q2 2026.
- IBM was a new Rational Advisors position in Q2 2026.
- IBM made up 0.04% of Rational Advisors's portfolio in Q2 2026, its #116 holding.
- Rational Advisors first reported a position in IBM in Q2 2013 and has held it in 32 quarters since.
- Rational Advisors's IBM position peaked at $2.68M in Q1 2016.
- 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.