Retirement Income Solutions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $612K | Sell |
2,524
-45
| -2% | -$12.2K | 0.1% | 77 |
|
|
2025
Q4 | $761K | Buy |
2,569
+79
| +3% | +$23.7K | 0.13% | 62 |
|
|
2025
Q3 | $703K | Hold |
2,490
| – | – | 0.12% | 67 |
|
|
2025
Q2 | $734K | Buy |
2,490
+99
| +4% | +$25.5K | 0.13% | 62 |
|
|
2025
Q1 | $595K | Buy |
2,391
+584
| +32% | +$143K | 0.12% | 67 |
|
|
2024
Q4 | $397K | Hold |
1,807
| – | – | 0.08% | 87 |
|
|
2024
Q3 | $399K | Sell |
1,807
-394
| -18% | -$77.3K | 0.09% | 82 |
|
|
2024
Q2 | $381K | Hold |
2,201
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $420K | Sell |
2,201
-150
| -6% | -$27.4K | 0.1% | 89 |
|
|
2023
Q4 | $385K | Buy |
2,351
+150
| +7% | +$22.7K | 0.1% | 90 |
|
|
2023
Q3 | $309K | Sell |
2,201
-5,909
| -73% | -$841K | 0.09% | 93 |
|
|
2023
Q2 | $1.09M | Hold |
8,110
| – | – | 0.29% | 42 |
|
|
2023
Q1 | $1.06M | Buy |
8,110
+422
| +5% | +$56.5K | 0.31% | 42 |
|
|
2022
Q4 | $1.08M | Buy |
7,688
+6,038
| +366% | +$833K | 0.34% | 39 |
|
|
2022
Q3 | $201K | Hold |
1,650
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $233K | Sell |
1,650
-521
| -24% | -$70.3K | 0.08% | 97 |
|
|
2022
Q1 | $282K | Sell |
2,171
-240
| -10% | -$31.3K | 0.08% | 92 |
|
|
2021
Q4 | $322K | Buy |
2,411
+36
| +2% | +$4.51K | 0.09% | 89 |
|
|
2021
Q3 | $316K | Buy |
2,375
+166
| +8% | +$22.2K | 0.11% | 82 |
|
|
2021
Q2 | $310K | Buy |
2,209
+131
| +6% | +$17.9K | 0.11% | 83 |
|
|
2021
Q1 | $265K | Hold |
2,078
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $250K | Buy |
2,078
+104
| +5% | +$12K | 0.09% | 82 |
|
|
2020
Q3 | $230K | Buy |
1,974
+73
| +4% | +$8.6K | 0.1% | 76 |
|
|
2020
Q2 | $219K | Hold |
1,901
| – | – | 0.09% | 76 |
|
|
2020
Q1 | $202K | Sell |
1,901
-196
| -9% | -$24.8K | 0.11% | 71 |
|
|
2019
Q4 | $269K | Sell |
2,097
-910
| -30% | -$118K | 0.11% | 63 |
|
|
2019
Q3 | $418K | Buy |
3,007
+721
| +32% | +$97.3K | 0.22% | 48 |
|
|
2019
Q2 | $301K | Sell |
2,286
-418
| -15% | -$54.9K | 0.16% | 54 |
|
|
2019
Q1 | $365K | Buy |
2,704
+314
| +13% | +$40K | 0.21% | 50 |
|
|
2018
Q4 | $260K | Sell |
2,390
-17
| -0.7% | -$2.04K | 0.17% | 53 |
|
|
2018
Q3 | $348K | Sell |
2,407
-7
| -0.3% | -$978 | 0.2% | 49 |
|
|
2018
Q2 | $322K | Sell |
2,414
-224
| -8% | -$31.2K | 0.2% | 49 |
|
|
2018
Q1 | $387K | Sell |
2,638
-1,031
| -28% | -$156K | 0.24% | 38 |
|
|
2017
Q4 | $538K | Buy |
+3,669
| New | +$534K | 0.32% | 34 |
|
Other funds holding IBM
VCM
VPM
Retirement Income Solutions's IBM Position: Q1 2026 in Review
Retirement Income Solutions reduced its IBM (IBM) stake by 1.8% in Q1 2026, selling an estimated $12.2K and leaving 2,524 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #77.
Retirement Income Solutions first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.09M in Q2 2023. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Retirement Income Solutions held 2,524 shares of IBM worth $612K as of Q1 2026.
- Retirement Income Solutions sold 45 IBM shares in Q1 2026, an estimated $12.2K.
- IBM made up 0.1% of Retirement Income Solutions's portfolio in Q1 2026, its #77 holding.
- Retirement Income Solutions first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Retirement Income Solutions's IBM position peaked at $1.09M in Q2 2023.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.