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Ridgecrest Wealth Partners’s IBM IBM Stock Holding History

Ridgecrest Wealth Partners’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 		$1.87M Sell
6,662
-1
-0% -$252 0.9% 25
2026
Q1 		$1.62M Buy
6,663
+206
+3% +$55.7K 0.89% 27
2025
Q4 		$1.91M Sell
6,457
-3,394
-34% -$1.02M 1.04% 22
2025
Q3 		$2.78M Buy
9,851
+55
+0.6% +$14.4K 1.26% 15
2025
Q2 		$2.89M Buy
9,796
+200
+2% +$51.5K 1.52% 15
2025
Q1 		$2.39M Buy
9,596
+45
+0.5% +$11K 1.25% 17
2024
Q4 		$2.1M Buy
9,551
+6
+0.1% +$1.34K 1.14% 16
2024
Q3 		$2.11M Buy
9,545
+119
+1% +$23.3K 1.1% 20
2024
Q2 		$1.63M Hold
9,426
– – 0.98% 22
2024
Q1 		$1.8M Sell
9,426
-200
-2% -$36.5K 1.07% 22
2023
Q4 		$1.57M Hold
9,626
– – 1.04% 22
2023
Q3 		$1.35M Hold
9,626
– – 0.95% 26
2023
Q2 		$1.29M Hold
9,626
– – 0.85% 26
2023
Q1 		$1.26M Sell
9,626
-204
-2% -$27.3K 0.9% 27
2022
Q4 		$1.38M Hold
9,830
– – 1.05% 23
2022
Q3 		$1.17M Sell
9,830
-3,690
-27% -$484K 0.95% 25
2022
Q2 		$1.91M Sell
13,520
-100
-0.7% -$13.5K 1.39% 18
2022
Q1 		$1.77M Sell
13,620
-300
-2% -$39.1K 1.12% 23
2021
Q4 		$1.86M Buy
13,920
+1,983
+17% +$249K 0.91% 27
2021
Q3 		$1.58M Buy
11,937
+366
+3% +$48.9K 0.86% 29
2021
Q2 		$1.62M Sell
11,571
-567
-5% -$77.5K 1.01% 28
2021
Q1 		$1.55M Buy
+12,138
New +$1.45M 1.47% 21

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

Ridgecrest Wealth Partners's IBM Position: Q2 2026 in Review

Ridgecrest Wealth Partners reduced its IBM (IBM) stake by 0.02% in Q2 2026, selling an estimated $252 and leaving 6,662 shares worth $1.87M. The position accounts for 0.9% of the portfolio, ranked #25.

Ridgecrest Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.89M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ridgecrest Wealth Partners held 6,662 shares of IBM worth $1.87M as of Q2 2026.
  • Ridgecrest Wealth Partners sold 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.9% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • Ridgecrest Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's IBM position peaked at $2.89M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.