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 Q3	$391K	Sell	1,777 -62	-3%	-$14.7K	0.09%	32
2026 Q2	$517K	Buy	1,839 +3	+0.2%	+$756	0.23%	28
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Retirement Solution's IBM Position: Q3 2026 in Review

Retirement Solution reduced its IBM (IBM) stake by 3.4% in Q3 2026, selling an estimated $14.7K and leaving 1,777 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #32.

Retirement Solution first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $517K in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Retirement Solution held 1,777 shares of IBM worth $391K as of Q3 2026.
Retirement Solution sold 62 IBM shares in Q3 2026, an estimated $14.7K.
IBM made up 0.09% of Retirement Solution's portfolio in Q3 2026, its #32 holding.
Retirement Solution first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Retirement Solution's IBM position peaked at $517K in Q2 2026.
1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.