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Rialto Wealth Management’s IBM IBM Stock Holding History

Rialto Wealth Management’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 		$85.9K Buy
306
+61
+25% +$15.4K 0.02% 268
2026
Q1 		$59.3K Sell
245
-49
-17% -$13.3K 0.01% 271
2025
Q4 		$87K Buy
294
+110
+60% +$32.9K 0.02% 222
2025
Q3 		$51.8K Buy
184
+1
+0.5% +$262 0.01% 264
2025
Q2 		$53.8K Buy
183
+10
+6% +$2.58K 0.02% 261
2025
Q1 		$42.9K Buy
173
+12
+7% +$2.94K 0.01% 274
2024
Q4 		$35.3K Buy
+161
New +$35.9K 0.01% 283

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

Rialto Wealth Management's IBM Position: Q2 2026 in Review

Rialto Wealth Management increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $15.4K and bringing the position to 306 shares worth $85.9K. The position accounts for 0.02% of the portfolio, ranked #268.

Rialto Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $87K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rialto Wealth Management held 306 shares of IBM worth $85.9K as of Q2 2026.
  • Rialto Wealth Management bought 61 IBM shares in Q2 2026, an estimated $15.4K.
  • IBM made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Rialto Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's IBM position peaked at $87K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.