Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$314K Buy
1,296
+4
+0.3% +$1.08K 0.07% 146
2025
Q4
$383K Buy
1,292
+208
+19% +$62.3K 0.08% 142
2025
Q3
$306K Buy
1,084
+104
+11% +$27.2K 0.06% 154
2025
Q2
$289K Sell
980
-116
-11% -$29.9K 0.07% 153
2025
Q1
$272K Buy
1,096
+3
+0.3% +$734 0.06% 156
2024
Q4
$240K Buy
1,093
+5
+0.5% +$1.11K 0.05% 166
2024
Q3
$241K Sell
1,088
-243
-18% -$47.6K 0.06% 167
2024
Q2
$230K Buy
1,331
+6
+0.5% +$1.04K 0.06% 163
2024
Q1
$253K Buy
1,325
+5
+0.4% +$912 0.07% 157
2023
Q4
$216K Buy
+1,320
New +$199K 0.06% 165
2023
Q2
Sell
-2,582
Closed -$339K 181
2023
Q1
$339K Buy
2,582
+43
+2% +$5.75K 0.11% 135
2022
Q4
$358K Buy
2,539
+23
+0.9% +$3.17K 0.13% 123
2022
Q3
$299K Buy
2,516
+124
+5% +$16.3K 0.11% 131
2022
Q2
$338K Buy
2,392
+22
+0.9% +$2.97K 0.13% 126
2022
Q1
$308K Buy
2,370
+24
+1% +$3.13K 0.1% 137
2021
Q4
$314K Buy
2,346
+437
+23% +$54.8K 0.1% 135
2021
Q3
$254K Buy
1,909
+20
+1% +$2.67K 0.1% 141
2021
Q2
$265K Buy
1,889
+19
+1% +$2.6K 0.1% 141
2021
Q1
$238K Sell
1,870
-450
-19% -$53.9K 0.11% 134
2020
Q4
$279K Buy
2,320
+492
+27% +$56.9K 0.13% 119
2020
Q3
$213K Sell
1,828
-501
-22% -$59K 0.1% 132
2020
Q2
$269K Sell
2,329
-300
-11% -$34.8K 0.14% 117
2020
Q1
$276K Sell
2,629
-33
-1% -$4.17K 0.18% 99
2019
Q4
$262K Sell
2,662
-80
-3% -$10.4K 0.15% 109
2019
Q3
$370K Buy
2,742
+335
+14% +$45.2K 0.24% 87
2019
Q2
$317K Buy
+2,407
New +$316K 0.23% 94

Other funds holding IBM

RB Capital Management's IBM Position: Q1 2026 in Review

RB Capital Management increased its IBM (IBM) stake by 0.31% in Q1 2026, buying an estimated $1.08K and bringing the position to 1,296 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #146.

RB Capital Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since. The position peaked at $383K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • RB Capital Management held 1,296 shares of IBM worth $314K as of Q1 2026.
  • RB Capital Management bought 4 IBM shares in Q1 2026, an estimated $1.08K.
  • IBM made up 0.07% of RB Capital Management's portfolio in Q1 2026, its #146 holding.
  • RB Capital Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since.
  • RB Capital Management's IBM position peaked at $383K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on RB Capital Management's 13F filing for Q1 2026, filed 15 May 2026.