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Retirement Solution’s IBM IBM Stock Holding History

Retirement Solution’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 		$697K Buy
2,479
+643
+35% +$162K 0.14% 30
2026
Q1 		$445K Buy
1,836
+512
+39% +$139K 0.11% 29
2025
Q4 		$392K Buy
+1,324
New +$397K 0.09% 32
2025
Q3 		– Sell
-700
Closed -$206K – 49
2025
Q2 		$206K Sell
700
-578
-45% -$149K 0.05% 37
2025
Q1 		$318K Buy
1,278
+4
+0.3% +$978 0.09% 25
2024
Q4 		$280K Buy
1,274
+204
+19% +$45.4K 0.07% 33
2024
Q3 		$236K Buy
+1,070
New +$210K 0.06% 45

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 Solution's IBM Position: Q2 2026 in Review

Retirement Solution increased its IBM (IBM) stake by 35% in Q2 2026, buying an estimated $162K and bringing the position to 2,479 shares worth $697K. The position accounts for 0.14% of the portfolio, ranked #30.

Retirement Solution first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Solution held 2,479 shares of IBM worth $697K as of Q2 2026.
  • Retirement Solution bought 643 IBM shares in Q2 2026, an estimated $162K.
  • IBM made up 0.14% of Retirement Solution's portfolio in Q2 2026, its #30 holding.
  • Retirement Solution first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.