Retirement Guys Formula
IBM icon

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
Q3 		$348K Sell
1,571
-7
-0.4% -$1.66K 0.13% 115
2026
Q2 		$438K Buy
1,578
+15
+1% +$3.78K 0.17% 108
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% -$7.8K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Retirement Guys Formula's IBM Position: Q3 2026 in Review

Retirement Guys Formula reduced its IBM (IBM) stake by 0.44% in Q3 2026, selling an estimated $1.66K and leaving 1,571 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #115.

Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 10 quarters since. The position peaked at $516K in Q1 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Retirement Guys Formula held 1,571 shares of IBM worth $348K as of Q3 2026.
  • Retirement Guys Formula sold 7 IBM shares in Q3 2026, an estimated $1.66K.
  • IBM made up 0.13% of Retirement Guys Formula's portfolio in Q3 2026, its #115 holding.
  • Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 10 quarters since.
  • Retirement Guys Formula's IBM position peaked at $516K in Q1 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.