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 Q3	$1.86M	Sell	8,436 -25	-0.3%	-$5.94K	0.57%	43
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Richards, Merrill & Peterson's IBM Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its IBM (IBM) stake by 0.3% in Q3 2026, selling an estimated $5.94K and leaving 8,436 shares worth $1.86M. The position accounts for 0.57% of the portfolio, ranked #43.

Richards, Merrill & Peterson first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Richards, Merrill & Peterson held 8,436 shares of IBM worth $1.86M as of Q3 2026.
Richards, Merrill & Peterson sold 25 IBM shares in Q3 2026, an estimated $5.94K.
IBM made up 0.57% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #43 holding.
Richards, Merrill & Peterson first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's IBM position peaked at $2.38M in Q2 2026.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.