RGF
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Retirement Guys Formula’s IBM IBM Stock Holding History

Retirement Guys Formula’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 		$379K Buy
1,563
+9
+0.6% +$2.44K 0.17% 103
2025
Q4 		$453K Buy
1,554
+18
+1% +$5.39K 0.21% 110
2025
Q3 		$428K Sell
1,536
-107
-7% -$28K 0.15% 125
2025
Q2 		$477K Sell
1,643
-483
-23% -$124K 0.18% 105
2025
Q1 		$516K Buy
2,126
+995
+88% +$243K 0.26% 97
2024
Q4 		$249K Sell
1,131
-35
-3% -$7.79K 0.13% 110
2024
Q3 		$258K Sell
1,166
-63
-5% -$12.4K 0.12% 106
2024
Q2 		$213K Buy
+1,229
New +$214K 0.1% 122

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 Guys Formula's IBM Position: Q1 2026 in Review

Retirement Guys Formula increased its IBM (IBM) stake by 0.58% in Q1 2026, buying an estimated $2.44K and bringing the position to 1,563 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #103.

Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $516K in Q1 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Retirement Guys Formula held 1,563 shares of IBM worth $379K as of Q1 2026.
  • Retirement Guys Formula bought 9 IBM shares in Q1 2026, an estimated $2.44K.
  • IBM made up 0.17% of Retirement Guys Formula's portfolio in Q1 2026, its #103 holding.
  • Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Retirement Guys Formula's IBM position peaked at $516K in Q1 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.