RDWM
IBM icon

Red Door Wealth Management’s IBM IBM Stock Holding History

Red Door 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 		$1.44M Sell
5,124
-239
-4% -$60.2K 0.13% 99
2026
Q1 		$1.3M Buy
5,363
+80
+2% +$21.6K 0.14% 96
2025
Q4 		$1.56M Buy
5,283
+51
+1% +$15.3K 0.16% 89
2025
Q3 		$1.48M Buy
5,232
+1,831
+54% +$479K 0.16% 88
2025
Q2 		$1M Buy
3,401
+134
+4% +$34.5K 0.12% 105
2025
Q1 		$812K Sell
3,267
-1,874
-36% -$458K 0.12% 102
2024
Q4 		$1.13M Buy
5,141
+706
+16% +$157K 0.17% 85
2024
Q3 		$980K Sell
4,435
-164
-4% -$32.2K 0.16% 86
2024
Q2 		$795K Buy
4,599
+187
+4% +$32.5K 0.14% 94
2024
Q1 		$843K Buy
4,412
+2,189
+98% +$399K 0.16% 87
2023
Q4 		$364K Buy
2,223
+172
+8% +$26K 0.08% 139
2023
Q3 		$288K Sell
2,051
-30
-1% -$4.27K 0.07% 146
2023
Q2 		$278K Buy
2,081
+170
+9% +$21.9K 0.06% 185
2023
Q1 		$251K Buy
1,911
+74
+4% +$9.9K 0.08% 131
2022
Q4 		$259K Sell
1,837
-20
-1% -$2.76K 0.09% 124
2022
Q3 		$220K Sell
1,857
-424
-19% -$55.6K 0.08% 123
2022
Q2 		$322K Sell
2,281
-722
-24% -$97.5K 0.12% 106
2022
Q1 		$390K Buy
3,003
+180
+6% +$23.5K 0.13% 102
2021
Q4 		$377K Buy
2,823
+779
+38% +$97.7K 0.12% 121
2021
Q3 		$271K Buy
2,044
+1,353
+196% +$181K 0.1% 136
2021
Q2 		$96K Buy
+691
New +$94.5K 0.04% 202
2020
Q3 		– Sell
-1,104
Closed -$127K – 237
2020
Q2 		$127K Sell
1,104
-12
-1% -$1.39K 0.09% 117
2020
Q1 		$118K Buy
+1,116
New +$141K 0.11% 112

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Red Door Wealth Management's IBM Position: Q2 2026 in Review

Red Door Wealth Management reduced its IBM (IBM) stake by 4.5% in Q2 2026, selling an estimated $60.2K and leaving 5,124 shares worth $1.44M. The position accounts for 0.13% of the portfolio, ranked #99.

Red Door Wealth Management first reported a position in IBM in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Red Door Wealth Management held 5,124 shares of IBM worth $1.44M as of Q2 2026.
  • Red Door Wealth Management sold 239 IBM shares in Q2 2026, an estimated $60.2K.
  • IBM made up 0.13% of Red Door Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Red Door Wealth Management first reported a position in IBM in Q1 2020 and has held it in 23 quarters since.
  • Red Door Wealth Management's IBM position peaked at $1.56M in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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