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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Financial Solutions's IBM Position: Q1 2026 in Review

Retirement Financial Solutions opened a new position in IBM (IBM) in Q1 2026: 1,232 shares worth $299K. The stake represents 0.09% of the portfolio and ranks #47 among its holdings. This is a return to the name: Retirement Financial Solutions previously reported a position in IBM as recently as Q3 2025.

Retirement Financial Solutions first reported a position in IBM in Q4 2022 and has held it in 3 quarters since. The position peaked at $798K in Q3 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Retirement Financial Solutions held 1,232 shares of IBM worth $299K as of Q1 2026.
  • IBM was a new Retirement Financial Solutions position in Q1 2026.
  • IBM made up 0.09% of Retirement Financial Solutions's portfolio in Q1 2026, its #47 holding.
  • Retirement Financial Solutions first reported a position in IBM in Q4 2022 and has held it in 3 quarters since.
  • Retirement Financial Solutions's IBM position peaked at $798K in Q3 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.