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Rise Advisors’s IBM IBM Stock Holding History

Rise Advisors’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 		$524K Buy
1,865
+34
+2% +$8.57K 0.15% 51
2026
Q1 		$445K Sell
1,831
-6
-0.3% -$1.62K 0.16% 51
2025
Q4 		$544K Sell
1,837
-38
-2% -$11.4K 0.19% 46
2025
Q3 		$529K Buy
1,875
+14
+0.8% +$3.67K 0.19% 46
2025
Q2 		$549K Buy
1,861
+29
+2% +$7.47K 0.22% 43
2025
Q1 		$456K Buy
1,832
+90
+5% +$22K 0.2% 44
2024
Q4 		$383K Sell
1,742
-32
-2% -$7.13K 0.18% 56
2024
Q3 		$392K Buy
1,774
+22
+1% +$4.31K 0.19% 55
2024
Q2 		$303K Buy
1,752
+249
+17% +$43.3K 0.16% 64
2024
Q1 		$287K Buy
1,503
+476
+46% +$86.8K 0.15% 66
2023
Q4 		$168K Sell
1,027
-40
-4% -$6.04K 0.12% 76
2023
Q3 		$150K Buy
1,067
+15
+1% +$2.13K 0.12% 74
2023
Q2 		$141K Sell
1,052
-129
-11% -$16.6K 0.11% 83
2023
Q1 		$155K Sell
1,181
-14
-1% -$1.87K 0.12% 78
2022
Q4 		$168K Buy
1,195
+1
+0.1% +$138 0.14% 71
2022
Q3 		$142K Buy
1,194
+406
+52% +$53.3K 0.12% 74
2022
Q2 		$111K Sell
788
-50
-6% -$6.75K 0.11% 86
2022
Q1 		$109K Sell
838
-12
-1% -$1.56K 0.1% 93
2021
Q4 		$114K Buy
+850
New +$107K 0.11% 91

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

Rise Advisors's IBM Position: Q2 2026 in Review

Rise Advisors increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $8.57K and bringing the position to 1,865 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #51.

Rise Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $549K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rise Advisors held 1,865 shares of IBM worth $524K as of Q2 2026.
  • Rise Advisors bought 34 IBM shares in Q2 2026, an estimated $8.57K.
  • IBM made up 0.15% of Rise Advisors's portfolio in Q2 2026, its #51 holding.
  • Rise Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's IBM position peaked at $549K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.