RBWA
IBM icon

RFG - Bristol Wealth Advisors’s IBM IBM Stock Holding History

RFG - Bristol Wealth 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 		$203K Buy
+723
New +$182K 0.05% 181
2026
Q1 		– Sell
-723
Closed -$214K – 185
2025
Q4 		$214K Sell
723
-14
-2% -$4.19K 0.06% 168
2025
Q3 		$208K Hold
737
– – 0.06% 169
2025
Q2 		$217K Buy
+737
New +$190K 0.07% 163

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RFG - Bristol Wealth Advisors's IBM Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 723 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings. This is a return to the name: RFG - Bristol Wealth Advisors previously reported a position in IBM as recently as Q4 2025.

RFG - Bristol Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $217K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 723 shares of IBM worth $203K as of Q2 2026.
  • IBM was a new RFG - Bristol Wealth Advisors position in Q2 2026.
  • IBM made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • RFG - Bristol Wealth Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • RFG - Bristol Wealth Advisors's IBM position peaked at $217K in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.