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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RFP Financial Group's IBM Position: Q1 2026 in Review

RFP Financial Group sold out of IBM (IBM) in Q1 2026, closing a stake of 1,050 shares — an estimated $311K sold.

RFP Financial Group first reported a position in IBM in Q4 2022 and held it in 11 quarters. The position peaked at $369K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • RFP Financial Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • RFP Financial Group sold 1,050 IBM shares in Q1 2026, an estimated $311K.
  • RFP Financial Group first reported a position in IBM in Q4 2022 and held it in 11 quarters.
  • RFP Financial Group's IBM position peaked at $369K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.