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Richardson Financial Services’s IBM IBM Stock Holding History

Richardson Financial Services’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 		$423K Sell
1,505
-168
-10% -$42.3K 0.24% 90
2026
Q1 		$406K Buy
1,673
+244
+17% +$66K 0.25% 93
2025
Q4 		$423K Buy
1,429
+55
+4% +$16.5K 0.14% 92
2025
Q3 		$388K Buy
1,374
+139
+11% +$36.4K 0.24% 97
2025
Q2 		$360K Buy
1,235
+145
+13% +$37.4K 0.24% 106
2025
Q1 		$271K Hold
1,090
– – 0.21% 123
2024
Q4 		$240K Sell
1,090
-70
-6% -$15.6K 0.17% 125
2024
Q3 		$201K Hold
1,160
– – 0.13% 148
2024
Q2 		$201K Sell
1,160
-215
-16% -$37.4K 0.14% 138
2024
Q1 		$263K Buy
1,375
+60
+5% +$10.9K 0.19% 122
2023
Q4 		$215K Buy
+1,315
New +$199K 0.19% 123

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richardson Financial Services's IBM Position: Q2 2026 in Review

Richardson Financial Services reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $42.3K and leaving 1,505 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #90.

Richardson Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Richardson Financial Services held 1,505 shares of IBM worth $423K as of Q2 2026.
  • Richardson Financial Services sold 168 IBM shares in Q2 2026, an estimated $42.3K.
  • IBM made up 0.24% of Richardson Financial Services's portfolio in Q2 2026, its #90 holding.
  • Richardson Financial Services first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's IBM position peaked at $423K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.