RBA Wealth Management’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 | – | 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
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. 3,633 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.
- 3,633 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.