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Richmond Investment Services’s IBM IBM Stock Holding History

Richmond Investment 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
Q1 		$317K Buy
1,308
+80
+7% +$21.6K 0.05% 197
2025
Q4 		$364K Buy
1,228
+74
+6% +$22.2K 0.06% 164
2025
Q3 		$326K Sell
1,154
-37
-3% -$9.69K 0.06% 173
2025
Q2 		$351K Buy
+1,191
New +$307K 0.07% 158

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richmond Investment Services's IBM Position: Q1 2026 in Review

Richmond Investment Services increased its IBM (IBM) stake by 6.5% in Q1 2026, buying an estimated $21.6K and bringing the position to 1,308 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #197.

Richmond Investment Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $364K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Richmond Investment Services held 1,308 shares of IBM worth $317K as of Q1 2026.
  • Richmond Investment Services bought 80 IBM shares in Q1 2026, an estimated $21.6K.
  • IBM made up 0.05% of Richmond Investment Services's portfolio in Q1 2026, its #197 holding.
  • Richmond Investment Services first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's IBM position peaked at $364K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.