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Rice Partnership’s IBM IBM Stock Holding History

Rice Partnership’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 		$6.66M Buy
23,667
+10,591
+81% +$2.67M 0.81% 33
2026
Q1 		$3.17M Buy
13,076
+1,879
+17% +$508K 0.43% 45
2025
Q4 		$3.32M Buy
+11,197
New +$3.35M 0.45% 41
2025
Q1 		– Sell
-1,651
Closed -$363K – 167
2024
Q4 		$363K Sell
1,651
-65
-4% -$14.5K 0.07% 79
2024
Q3 		$379K Sell
1,716
-22
-1% -$4.31K 0.08% 77
2024
Q2 		$301K Sell
1,738
-11
-0.6% -$1.91K 0.07% 82
2024
Q1 		$334K Buy
1,749
+296
+20% +$54K 0.08% 76
2023
Q4 		$238K Sell
1,453
-395
-21% -$59.7K 0.06% 87
2023
Q3 		$259K Sell
1,848
-277
-13% -$39.4K 0.07% 88
2023
Q2 		$284K Sell
2,125
-52,145
-96% -$6.73M 0.08% 89
2023
Q1 		$7.11M Buy
54,270
+531
+1% +$71K 2.14% 14
2022
Q4 		$7.57M Buy
53,739
+22,810
+74% +$3.15M 2.39% 14
2022
Q3 		$3.67M Buy
30,929
+11,265
+57% +$1.48M 1.18% 32
2022
Q2 		$2.78M Buy
19,664
+13,924
+243% +$1.88M 0.97% 32
2022
Q1 		$746K Buy
+5,740
New +$749K 0.22% 60

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rice Partnership's IBM Position: Q2 2026 in Review

Rice Partnership increased its IBM (IBM) stake by 81% in Q2 2026, buying an estimated $2.67M and bringing the position to 23,667 shares worth $6.66M. The position accounts for 0.81% of the portfolio, ranked #33.

Rice Partnership first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.57M in Q4 2022. 1,866 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rice Partnership held 23,667 shares of IBM worth $6.66M as of Q2 2026.
  • Rice Partnership bought 10,591 IBM shares in Q2 2026, an estimated $2.67M.
  • IBM made up 0.81% of Rice Partnership's portfolio in Q2 2026, its #33 holding.
  • Rice Partnership first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
  • Rice Partnership's IBM position peaked at $7.57M in Q4 2022.
  • 1,866 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.