Red Mountain Financial’s IBM IBM Stock Holding History

Red Mountain 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 Q2	$271K	Buy	963 +2	+0.2%	+$504	0.23%	72
2026 Q1	$233K	Buy	961 +2	+0.2%	+$541	0.22%	70
2025 Q4	$284K	Buy	959 +2	+0.2%	+$599	0.28%	59
2025 Q3	$270K	Buy	957 +2	+0.2%	+$524	0.27%	59
2025 Q2	$281K	Sell	955 -33	-3%	-$8.5K	0.31%	52
2025 Q1	$246K	Sell	988 -2	-0.2%	-$489	0.3%	55
2024 Q4	$218K	Sell	990 -78	-7%	-$17.4K	0.23%	60
2024 Q3	$236K	Buy	+1,068	New	+$209K	0.25%	57

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Red Mountain Financial's IBM Position: Q2 2026 in Review

Red Mountain Financial increased its IBM (IBM) stake by 0.21% in Q2 2026, buying an estimated $504 and bringing the position to 963 shares worth $271K. The position accounts for 0.23% of the portfolio, ranked #72.

Red Mountain Financial first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $284K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Red Mountain Financial held 963 shares of IBM worth $271K as of Q2 2026.
Red Mountain Financial bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.23% of Red Mountain Financial's portfolio in Q2 2026, its #72 holding.
Red Mountain Financial first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Red Mountain Financial's IBM position peaked at $284K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.