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Retirement Financial Solutions’s IBM IBM Stock Holding History

Retirement Financial Solutions’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
-1,232
Closed -$299K – 56
2026
Q1 		$299K Buy
+1,232
New +$333K 0.09% 47
2025
Q4 		– Sell
-2,827
Closed -$798K – 50
2025
Q3 		$798K Buy
+2,827
New +$740K 0.25% 31
2023
Q1 		– Sell
-23
Closed -$3.24K – 118
2022
Q4 		$3.24K Buy
+23
New +$3.17K ﹤0.01% 191

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

Retirement Financial Solutions's IBM Position: Q2 2026 in Review

Retirement Financial Solutions sold out of IBM (IBM) in Q2 2026, closing a stake of 1,232 shares — an estimated $299K sold.

Retirement Financial Solutions first reported a position in IBM in Q4 2022 and held it in 3 quarters. The position peaked at $798K in Q3 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Financial Solutions reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,232 IBM shares in Q2 2026, an estimated $299K.
  • Retirement Financial Solutions first reported a position in IBM in Q4 2022 and held it in 3 quarters.
  • Retirement Financial Solutions's IBM position peaked at $798K in Q3 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.