Retirement Investment Advisors’s IBM IBM Stock Holding History

Retirement Investment Advisors’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	$1.09M	Hold	3,750	–	–	0.08%	31
2026 Q1	$1.11M	Hold	3,750	–	–	0.09%	29
2025 Q4	$1.11M	Hold	3,750	–	–	0.09%	29
2025 Q3	$1.06M	Hold	3,750	–	–	0.09%	31
2025 Q2	$1.11M	Hold	3,750	–	–	0.1%	29
2025 Q1	$932K	Hold	3,750	–	–	0.09%	30
2024 Q4	$824K	Buy	3,750 +1,110	+42%	+$247K	0.09%	31
2024 Q3	$584K	Buy	2,640 +528	+25%	+$104K	0.06%	35
2024 Q2	$365K	Buy	+2,112	New	+$367K	0.04%	38
2023 Q4	$345K	Sell	2,112 -2,108	-50%	-$319K	0.05%	43
2023 Q3	$592K	Hold	4,220	–	–	0.05%	35
2023 Q2	$565K	Buy	4,220 +200	+5%	+$25.8K	0.07%	38
2023 Q1	$527K	Buy	4,020 +1,910	+91%	+$256K	0.09%	40
2022 Q4	$297K	Buy	+2,110	New	+$291K	0.19%	39

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Investment Advisors's IBM Position: Q2 2026 in Review

Retirement Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 3,750 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #31.

Retirement Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Retirement Investment Advisors held 3,750 shares of IBM worth $1.09M as of Q2 2026.
Retirement Investment Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.08% of Retirement Investment Advisors's portfolio in Q2 2026, its #31 holding.
Retirement Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Retirement Investment Advisors's IBM position peaked at $1.11M in Q1 2026.
1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.