Riggs Asset Management’s IBM IBM Stock Holding History

Riggs Asset 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 Q1	$2.97M	Buy	12,240 +23	+0.2%	+$6.22K	0.61%	51
2025 Q4	$3.62M	Sell	12,217 -71	-0.6%	-$21.3K	0.73%	51
2025 Q3	$3.47M	Buy	12,288 +10	+0.1%	+$2.62K	0.75%	50
2025 Q2	$3.62M	Sell	12,278 -463	-4%	-$119K	0.89%	40
2025 Q1	$3.17M	Sell	12,741 -89	-0.7%	-$21.8K	0.9%	43
2024 Q4	$2.83M	Sell	12,830 -5,542	-30%	-$1.23M	0.75%	44
2024 Q3	$4.06M	Sell	18,372 -10,638	-37%	-$2.09M	1.11%	37
2024 Q2	$5.02M	Sell	29,010 -836	-3%	-$145K	1.5%	27
2024 Q1	$5.7M	Sell	29,846 -9,002	-23%	-$1.64M	1.66%	23
2023 Q4	$6.35M	Sell	38,848 -19	-0%	-$2.87K	2.02%	17
2023 Q3	$5.45M	Buy	38,867 +1,921	+5%	+$273K	1.94%	17
2023 Q2	$4.94M	Sell	36,946 -482	-1%	-$62.2K	1.74%	22
2023 Q1	$4.91M	Sell	37,428 -67	-0.2%	-$8.96K	1.91%	17
2022 Q4	$5.28M	Buy	37,495 +2,291	+7%	+$316K	2.18%	14
2022 Q3	$4.18M	Buy	35,204 +302	+0.9%	+$39.6K	1.66%	27
2022 Q2	$4.93M	Buy	34,902 +34,459	+7,779%	+$4.65M	2.03%	19
2022 Q1	$58K	Sell	443 -250	-36%	-$32.6K	0.02%	147
2021 Q4	$93K	Sell	693 -2,520	-78%	-$316K	0.03%	132
2021 Q3	$427K	Buy	3,213 +1,406	+78%	+$188K	0.13%	71
2021 Q2	$253K	Hold	1,807	–	–	0.07%	89
2021 Q1	$230K	Sell	1,807 -159	-8%	-$19K	0.07%	87
2020 Q4	$237K	Sell	1,966 -777	-28%	-$89.8K	0.07%	78
2020 Q3	$289K	Buy	2,743 +1,087	+66%	+$128K	0.12%	48
2020 Q2	$191K	Hold	1,656	–	–	0.08%	56
2020 Q1	$175K	Sell	1,656 -5	-0.3%	-$632	0.11%	51
2019 Q4	$213K	Buy	1,661 +209	+14%	+$27.2K	0.09%	60
2019 Q3	$201K	Buy	1,452 +168	+13%	+$22.7K	0.1%	56
2019 Q2	$169K	Hold	1,284	–	–	0.09%	63
2019 Q1	$173K	Hold	1,284	–	–	0.12%	56
2018 Q4	$140K	Hold	1,284	–	–	0.1%	62
2018 Q3	$185K	Sell	1,284 -78	-6%	-$10.9K	0.09%	52
2018 Q2	$182K	Hold	1,362	–	–	0.08%	58
2018 Q1	$200K	Sell	1,362 -26	-2%	-$3.93K	0.08%	58
2017 Q4	$204K	Hold	1,388	–	–	0.08%	61
2017 Q3	$193K	Hold	1,388	–	–	0.09%	62
2017 Q2	$204K	Hold	1,388	–	–	0.09%	62
2017 Q1	$231K	Sell	1,388 -26	-2%	-$4.36K	0.12%	55
2016 Q4	$224K	Sell	1,414 -14	-1%	-$2.13K	0.11%	63
2016 Q3	$217K	Hold	1,428	–	–	0.11%	58
2016 Q2	$207K	Sell	1,428 -90	-6%	-$12.9K	0.11%	63
2016 Q1	$220K	Hold	1,518	–	–	0.16%	47
2015 Q4	$200K	Hold	1,518	–	–	0.1%	51
2015 Q3	$210K	Sell	1,518 -482	-24%	-$71.2K	0.13%	42
2015 Q2	$311K	Sell	2,000 -1,280	-39%	-$206K	0.15%	42
2015 Q1	$503K	Buy	3,280 +1,309	+66%	+$199K	0.24%	39
2014 Q4	$302K	Sell	1,971 -616	-24%	-$98K	0.15%	48
2014 Q3	$470K	Hold	2,587	–	–	0.27%	39
2014 Q2	$448K	Sell	2,587 -69	-3%	-$12.4K	0.27%	43
2014 Q1	$489K	Hold	2,656	–	–	0.32%	40
2013 Q4	$476K	Buy	+2,656	New	+$458K	0.26%	41

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Riggs Asset Management's IBM Position: Q1 2026 in Review

Riggs Asset Management increased its IBM (IBM) stake by 0.19% in Q1 2026, buying an estimated $6.22K and bringing the position to 12,240 shares worth $2.97M. The position accounts for 0.61% of the portfolio, ranked #51.

Riggs Asset Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.35M in Q4 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Riggs Asset Management held 12,240 shares of IBM worth $2.97M as of Q1 2026.
Riggs Asset Management bought 23 IBM shares in Q1 2026, an estimated $6.22K.
IBM made up 0.61% of Riggs Asset Management's portfolio in Q1 2026, its #51 holding.
Riggs Asset Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
Riggs Asset Management's IBM position peaked at $6.35M in Q4 2023.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.