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Redwood Wealth Management Group’s IBM IBM Stock Holding History

Redwood Wealth Management Group’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
-19,052
Closed -$4.62M – 50
2026
Q1 		$4.62M Sell
19,052
-84
-0.4% -$22.7K 1.99% 8
2025
Q4 		$5.67M Sell
19,136
-247
-1% -$74K 2.37% 7
2025
Q3 		$5.47M Buy
19,383
+381
+2% +$99.7K 2.32% 7
2025
Q2 		$5.6M Sell
19,002
-35
-0.2% -$9.02K 2.52% 5
2025
Q1 		$4.73M Sell
19,037
-254
-1% -$62.1K 2.41% 3
2024
Q4 		$4.24M Sell
19,291
-169
-0.9% -$37.6K 2.06% 6
2024
Q3 		$4.3M Sell
19,460
-530
-3% -$104K 2.13% 5
2024
Q2 		$3.46M Buy
19,990
+16
+0.1% +$2.78K 2.6% 4
2024
Q1 		$3.81M Sell
19,974
-511
-2% -$93.2K 4.04% 2
2023
Q4 		$3.35M Sell
20,485
-258
-1% -$39K 3.71% 3
2023
Q3 		$2.91M Buy
20,743
+2
+0% +$285 3.4% 4
2023
Q2 		$2.78M Buy
20,741
+339
+2% +$43.8K 3.08% 4
2023
Q1 		$2.67M Buy
20,402
+445
+2% +$59.5K 3.03% 4
2022
Q4 		$2.81M Buy
+19,957
New +$2.75M 3.51% 2

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Wealth Management Group's IBM Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of IBM (IBM) in Q2 2026, closing a stake of 19,052 shares — an estimated $4.62M sold.

Redwood Wealth Management Group first reported a position in IBM in Q4 2022 and held it in 14 quarters. The position peaked at $5.67M in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 19,052 IBM shares in Q2 2026, an estimated $4.62M.
  • Redwood Wealth Management Group first reported a position in IBM in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's IBM position peaked at $5.67M in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.