RWM
IBM icon

RBA Wealth Management’s IBM IBM Stock Holding History

RBA Wealth Management’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 		– Sell
-1,250
Closed -$303K – 87
2026
Q1 		$303K Sell
1,250
-12
-1% -$3.25K 0.11% 79
2025
Q4 		$374K Sell
1,262
-6
-0.5% -$1.8K 0.13% 72
2025
Q3 		$358K Sell
1,268
-358
-22% -$93.7K 0.12% 74
2025
Q2 		$479K Sell
1,626
-318
-16% -$81.9K 0.18% 68
2025
Q1 		$483K Sell
1,944
-56
-3% -$13.7K 0.19% 65
2024
Q4 		$440K Sell
2,000
-324
-14% -$72.2K 0.17% 64
2024
Q3 		$514K Sell
2,324
-15
-0.6% -$2.94K 0.2% 61
2024
Q2 		$404K Sell
2,339
-638
-21% -$111K 0.16% 65
2024
Q1 		$569K Sell
2,977
-74
-2% -$13.5K 0.23% 60
2023
Q4 		$499K Sell
3,051
-28,952
-90% -$4.37M 0.22% 61
2023
Q3 		$4.49M Buy
32,003
+629
+2% +$89.5K 2.16% 17
2023
Q2 		$4.2M Buy
31,374
+618
+2% +$79.8K 1.96% 20
2023
Q1 		$4.03M Buy
30,756
+1,060
+4% +$142K 2.01% 23
2022
Q4 		$4.18M Buy
29,696
+596
+2% +$82.2K 2.19% 16
2022
Q3 		$3.46M Buy
29,100
+980
+3% +$129K 1.99% 20
2022
Q2 		$3.97M Buy
28,120
+1,433
+5% +$193K 2.2% 14
2022
Q1 		$3.47M Buy
26,687
+1,835
+7% +$239K 1.67% 32
2021
Q4 		$3.32M Buy
+24,852
New +$3.12M 1.57% 32
2021
Q2 		– Sell
-21,933
Closed -$2.79M – 154
2021
Q1 		$2.79M Buy
21,933
+755
+4% +$90.4K 2.37% 13
2020
Q4 		$2.55M Buy
21,178
+234
+1% +$27K 1.54% 25
2020
Q3 		$2.44M Buy
20,944
+328
+2% +$38.6K 1.65% 21
2020
Q2 		$2.38M Buy
20,616
+381
+2% +$44.3K 1.73% 20
2020
Q1 		$2.15M Buy
20,235
+133
+0.7% +$16.8K 1.86% 18
2019
Q4 		$2.57M Buy
20,102
+560
+3% +$72.8K 1.75% 25
2019
Q3 		$2.72M Buy
19,542
+232
+1% +$31.3K 2.07% 17
2019
Q2 		$2.55M Buy
19,310
+23
+0.1% +$3.02K 1.97% 25
2019
Q1 		$2.64M Buy
+19,287
New +$2.46M 2.05% 20

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RBA Wealth Management's IBM Position: Q2 2026 in Review

RBA Wealth Management sold out of IBM (IBM) in Q2 2026, closing a stake of 1,250 shares — an estimated $303K sold.

RBA Wealth Management first reported a position in IBM in Q1 2019 and held it in 27 quarters. The position peaked at $4.49M in Q3 2023. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RBA Wealth Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • RBA Wealth Management sold 1,250 IBM shares in Q2 2026, an estimated $303K.
  • RBA Wealth Management first reported a position in IBM in Q1 2019 and held it in 27 quarters.
  • RBA Wealth Management's IBM position peaked at $4.49M in Q3 2023.
  • 1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.