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Richardson Capital Management’s IBM IBM Stock Holding History

Richardson Capital 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 		$268K Sell
952
-39
-4% -$9.83K 0.11% 35
2026
Q1 		$240K Buy
991
+33
+3% +$8.93K 0.12% 39
2025
Q4 		$284K Buy
958
+6
+0.6% +$1.8K 0.14% 27
2025
Q3 		$269K Buy
952
+247
+35% +$64.7K 0.13% 29
2025
Q2 		$208K Hold
705
– – 0.11% 35
2025
Q1 		$175K Buy
705
+430
+156% +$105K 0.11% 39
2024
Q4 		$60.5K Hold
275
– – 0.04% 69
2024
Q3 		$60.8K Hold
275
– – 0.04% 56
2024
Q2 		$47.6K Hold
275
– – 0.04% 69
2024
Q1 		$52.5K Sell
275
-1,225
-82% -$223K 0.04% 62
2023
Q4 		$245K Buy
+1,500
New +$227K 0.24% 15

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Richardson Capital Management's IBM Position: Q2 2026 in Review

Richardson Capital Management reduced its IBM (IBM) stake by 3.9% in Q2 2026, selling an estimated $9.83K and leaving 952 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #35.

Richardson Capital Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $284K in Q4 2025. 2,073 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Richardson Capital Management held 952 shares of IBM worth $268K as of Q2 2026.
  • Richardson Capital Management sold 39 IBM shares in Q2 2026, an estimated $9.83K.
  • IBM made up 0.11% of Richardson Capital Management's portfolio in Q2 2026, its #35 holding.
  • Richardson Capital Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's IBM position peaked at $284K in Q4 2025.
  • 2,073 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.