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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
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% -$7.79K 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 $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 Guys Formula's IBM Position: Q2 2026 in Review

Retirement Guys Formula increased its IBM (IBM) stake by 0.96% in Q2 2026, buying an estimated $3.78K and bringing the position to 1,578 shares worth $438K. The position accounts for 0.17% of the portfolio, ranked #108.

Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q1 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Guys Formula held 1,578 shares of IBM worth $438K as of Q2 2026.
  • Retirement Guys Formula bought 15 IBM shares in Q2 2026, an estimated $3.78K.
  • IBM made up 0.17% of Retirement Guys Formula's portfolio in Q2 2026, its #108 holding.
  • Retirement Guys Formula first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Retirement Guys Formula's IBM position peaked at $516K in Q1 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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