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

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return