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RFP Financial Group’s IBM IBM Stock Holding History

RFP Financial Group’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 		$249K Buy
+887
New +$223K 0.11% 60
2026
Q1 		– Sell
-1,050
Closed -$311K – 70
2025
Q4 		$311K Sell
1,050
-139
-12% -$41.6K 0.15% 54
2025
Q3 		$330K Sell
1,189
-62
-5% -$16.2K 0.13% 73
2025
Q2 		$369K Buy
1,251
+413
+49% +$106K 0.15% 75
2025
Q1 		$208K Buy
+838
New +$205K 0.08% 97
2024
Q3 		– Sell
-1,217
Closed -$210K – 423
2024
Q2 		$210K Buy
1,217
+155
+15% +$26.9K 0.08% 108
2024
Q1 		$203K Sell
1,062
-171
-14% -$31.2K 0.08% 90
2023
Q4 		$202K Hold
1,233
– – 0.08% 91
2023
Q3 		$173K Hold
1,233
– – 0.08% 97
2023
Q2 		$165K Buy
1,233
+937
+317% +$121K 0.07% 110
2023
Q1 		$38.8K Sell
296
-775
-72% -$104K 0.04% 130
2022
Q4 		$151K Buy
+1,071
New +$148K 0.07% 110

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 $3.38T AUM 44.17% 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

RFP Financial Group's IBM Position: Q2 2026 in Review

RFP Financial Group opened a new position in IBM (IBM) in Q2 2026: 887 shares worth $249K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings. This is a return to the name: RFP Financial Group previously reported a position in IBM as recently as Q4 2025.

RFP Financial Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $369K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RFP Financial Group held 887 shares of IBM worth $249K as of Q2 2026.
  • IBM was a new RFP Financial Group position in Q2 2026.
  • IBM made up 0.11% of RFP Financial Group's portfolio in Q2 2026, its #60 holding.
  • RFP Financial Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • RFP Financial Group's IBM position peaked at $369K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.