Raymond James Financial
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Raymond James Financial’s IBM IBM Stock Holding History

Raymond James Financial’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 		$662M Sell
2,739,003
-81,491
-3% -$22M 0.2% 88
2025
Q4 		$838M Buy
2,820,494
+179,071
+7% +$53.6M 0.26% 65
2025
Q3 		$745M Sell
2,641,423
-453,244
-15% -$119M 0.24% 71
2025
Q2 		$912M Buy
3,094,667
+106,879
+4% +$27.5M 0.31% 52
2025
Q1 		$743M Buy
2,987,788
+291,399
+11% +$71.3M 0.28% 66
2024
Q4 		$593M Buy
+2,696,389
New +$601M 0.22% 76

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's IBM Position: Q1 2026 in Review

Raymond James Financial reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $22M and leaving 2,739,003 shares worth $662M. The position accounts for 0.2% of the portfolio, ranked #88.

Raymond James Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $912M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Raymond James Financial held 2,739,003 shares of IBM worth $662M as of Q1 2026.
  • Raymond James Financial sold 81,491 IBM shares in Q1 2026, an estimated $22M.
  • IBM made up 0.2% of Raymond James Financial's portfolio in Q1 2026, its #88 holding.
  • Raymond James Financial first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's IBM position peaked at $912M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.