Rinkey Investments’s IBM IBM Stock Holding History

Rinkey Investments’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	$1.04M	Hold	3,703	–	–	0.25%	48
2026 Q1	$898K	Sell	3,703 -342	-8%	-$92.5K	0.23%	53
2025 Q4	$1.2M	Hold	4,045	–	–	0.3%	47
2025 Q3	$1.14M	Sell	4,045 -51	-1%	-$13.3K	0.3%	47
2025 Q2	$1.21M	Buy	4,096 +170	+4%	+$43.8K	0.36%	42
2025 Q1	$976K	Sell	3,926 -15	-0.4%	-$3.67K	0.31%	42
2024 Q4	$866K	Buy	3,941 +80	+2%	+$17.8K	0.28%	43
2024 Q3	$854K	Buy	3,861 +6	+0.2%	+$1.18K	0.28%	40
2024 Q2	$667K	Hold	3,855	–	–	0.24%	41
2024 Q1	$736K	Buy	3,855 +180	+5%	+$32.8K	0.27%	40
2023 Q4	$601K	Buy	+3,675	New	+$555K	0.24%	38
2022 Q1	–	Sell	-40	Closed	-$5K	–	124
2021 Q4	$5K	Buy	+40	New	+$5.02K	﹤0.01%	193

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rinkey Investments's IBM Position: Q2 2026 in Review

Rinkey Investments held its IBM (IBM) position steady in Q2 2026 at 3,703 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #48.

Rinkey Investments first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Rinkey Investments held 3,703 shares of IBM worth $1.04M as of Q2 2026.
Rinkey Investments left its IBM share count unchanged in Q2 2026.
IBM made up 0.25% of Rinkey Investments's portfolio in Q2 2026, its #48 holding.
Rinkey Investments first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
Rinkey Investments's IBM position peaked at $1.21M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.