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Richards, Merrill & Peterson’s IBM IBM Stock Holding History

Richards, Merrill & Peterson’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 		$2.38M Buy
8,461
+471
+6% +$119K 0.76% 33
2026
Q1 		$1.94M Buy
7,990
+385
+5% +$104K 0.71% 35
2025
Q4 		$2.25M Buy
7,605
+148
+2% +$44.3K 0.86% 29
2025
Q3 		$2.1M Buy
7,457
+233
+3% +$61K 0.91% 25
2025
Q2 		$2.13M Sell
7,224
-192
-3% -$49.5K 1.01% 21
2025
Q1 		$1.84M Sell
7,416
-384
-5% -$93.9K 0.96% 21
2024
Q4 		$1.71M Buy
+7,800
New +$1.74M 0.9% 24

Other funds holding IBM

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Richards, Merrill & Peterson's IBM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its IBM (IBM) stake by 5.9% in Q2 2026, buying an estimated $119K and bringing the position to 8,461 shares worth $2.38M. The position accounts for 0.76% of the portfolio, ranked #33.

Richards, Merrill & Peterson first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Richards, Merrill & Peterson held 8,461 shares of IBM worth $2.38M as of Q2 2026.
  • Richards, Merrill & Peterson bought 471 IBM shares in Q2 2026, an estimated $119K.
  • IBM made up 0.76% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #33 holding.
  • Richards, Merrill & Peterson first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.