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Retirement Wealth Solutions’s IBM IBM Stock Holding History

Retirement Wealth Solutions’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 		$22.9K Hold
81
– – 0.01% 145
2026
Q1 		$19.7K Hold
81
– – 0.01% 148
2025
Q4 		$24K Hold
81
– – 0.02% 145
2025
Q3 		$22.9K Hold
81
– – 0.02% 147
2025
Q2 		$23.9K Hold
81
– – 0.02% 137
2025
Q1 		$20.1K Hold
81
– – 0.02% 134
2024
Q4 		$17.8K Buy
+81
New +$18K 0.02% 155

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Retirement Wealth Solutions's IBM Position: Q2 2026 in Review

Retirement Wealth Solutions held its IBM (IBM) position steady in Q2 2026 at 81 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #145.

Retirement Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $24K in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Wealth Solutions held 81 shares of IBM worth $22.9K as of Q2 2026.
  • Retirement Wealth Solutions left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #145 holding.
  • Retirement Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's IBM position peaked at $24K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.