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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
Q2 		– Sell
-1,308
Closed -$317K – 182
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 $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

Richmond Investment Services's IBM Position: Q2 2026 in Review

Richmond Investment Services sold out of IBM (IBM) in Q2 2026, closing a stake of 1,308 shares — an estimated $317K sold.

Richmond Investment Services first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $364K in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Richmond Investment Services reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,308 IBM shares in Q2 2026, an estimated $317K.
  • Richmond Investment Services first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's IBM position peaked at $364K in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.