RAG
IBM icon

RIA Advisory Group’s IBM IBM Stock Holding History

RIA Advisory 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 		$509K Sell
1,809
-119
-6% -$30K 0.11% 92
2026
Q1 		$467K Sell
1,928
-604
-24% -$163K 0.11% 90
2025
Q4 		$750K Sell
2,532
-444
-15% -$133K 0.18% 79
2025
Q3 		$840K Sell
2,976
-142
-5% -$37.2K 0.22% 68
2025
Q2 		$919K Sell
3,118
-3,124
-50% -$805K 0.27% 54
2025
Q1 		$1.55M Sell
6,242
-20,470
-77% -$5.01M 0.5% 32
2024
Q4 		$5.87M Buy
26,712
+1,208
+5% +$269K 2% 9
2024
Q3 		$5.64M Buy
+25,504
New +$5M 1.99% 8
2024
Q1 		$552K Buy
+2,893
New +$528K 0.22% 60
2023
Q4 		– Sell
-35,153
Closed -$4.93M – 142
2023
Q3 		$4.93M Buy
35,153
+28,619
+438% +$4.07M 2.21% 7
2023
Q2 		$874K Buy
6,534
+1,606
+33% +$207K 0.38% 39
2023
Q1 		$646K Sell
4,928
-1,456
-23% -$195K 0.3% 51
2022
Q4 		$873K Buy
+6,384
New +$881K 0.51% 29

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 $3.37T AUM 44.26% 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

RIA Advisory Group's IBM Position: Q2 2026 in Review

RIA Advisory Group reduced its IBM (IBM) stake by 6.2% in Q2 2026, selling an estimated $30K and leaving 1,809 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #92.

RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.87M in Q4 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RIA Advisory Group held 1,809 shares of IBM worth $509K as of Q2 2026.
  • RIA Advisory Group sold 119 IBM shares in Q2 2026, an estimated $30K.
  • IBM made up 0.11% of RIA Advisory Group's portfolio in Q2 2026, its #92 holding.
  • RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
  • RIA Advisory Group's IBM position peaked at $5.87M in Q4 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.