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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RIA Advisory Group's IBM Position: Q1 2026 in Review

RIA Advisory Group reduced its IBM (IBM) stake by 24% in Q1 2026, selling an estimated $163K and leaving 1,928 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #90.

RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.87M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

RIA Advisory Group held 1,928 shares of IBM worth $467K as of Q1 2026.
RIA Advisory Group sold 604 IBM shares in Q1 2026, an estimated $163K.
IBM made up 0.11% of RIA Advisory Group's portfolio in Q1 2026, its #90 holding.
RIA Advisory Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
RIA Advisory Group's IBM position peaked at $5.87M in Q4 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.