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 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 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

Rialto Wealth Management's IBM Position: Q1 2026 in Review

Rialto Wealth Management reduced its IBM (IBM) stake by 17% in Q1 2026, selling an estimated $13.3K and leaving 245 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Rialto Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $87K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Rialto Wealth Management held 245 shares of IBM worth $59.3K as of Q1 2026.
Rialto Wealth Management sold 49 IBM shares in Q1 2026, an estimated $13.3K.
IBM made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #271 holding.
Rialto Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's IBM position peaked at $87K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.