Retirement Wealth Solutions
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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
Q3 		$22.3K Buy
101
+20
+25% +$4.75K 0.01% 170
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Retirement Wealth Solutions's IBM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its IBM (IBM) stake by 25% in Q3 2026, buying an estimated $4.75K and bringing the position to 101 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #170.

Retirement Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $24K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Retirement Wealth Solutions held 101 shares of IBM worth $22.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 20 IBM shares in Q3 2026, an estimated $4.75K.
  • IBM made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #170 holding.
  • Retirement Wealth Solutions first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's IBM position peaked at $24K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.