Redwood Financial Network’s IBM IBM Stock Holding History

Redwood Financial Network’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	$284K	Buy	+1,010	New	+$254K	0.16%	148

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Financial Network's IBM Position: Q2 2026 in Review

Redwood Financial Network opened a new position in IBM (IBM) in Q2 2026: 1,010 shares worth $284K. The stake represents 0.16% of the portfolio and ranks #148 among its holdings.

3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Redwood Financial Network held 1,010 shares of IBM worth $284K as of Q2 2026.
IBM was a new Redwood Financial Network position in Q2 2026.
IBM made up 0.16% of Redwood Financial Network's portfolio in Q2 2026, its #148 holding.
3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.