Ritholtz Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.06M | Sell |
20,867
-325
| -2% | -$87.9K | 0.09% | 156 |
|
|
2025
Q4 | $6.28M | Buy |
21,192
+3,868
| +22% | +$1.16M | 0.11% | 111 |
|
|
2025
Q3 | $4.89M | Buy |
17,324
+2,002
| +13% | +$524K | 0.1% | 135 |
|
|
2025
Q2 | $4.52M | Buy |
15,322
+1,207
| +9% | +$311K | 0.1% | 124 |
|
|
2025
Q1 | $3.51M | Buy |
14,115
+2,362
| +20% | +$578K | 0.1% | 134 |
|
|
2024
Q4 | $2.58M | Buy |
11,753
+1,157
| +11% | +$258K | 0.08% | 180 |
|
|
2024
Q3 | $2.34M | Buy |
10,596
+862
| +9% | +$169K | 0.07% | 195 |
|
|
2024
Q2 | $1.68M | Sell |
9,734
-731
| -7% | -$127K | 0.06% | 232 |
|
|
2024
Q1 | $2M | Buy |
10,465
+756
| +8% | +$138K | 0.07% | 197 |
|
|
2023
Q4 | $1.59M | Buy |
9,709
+233
| +2% | +$35.2K | 0.06% | 207 |
|
|
2023
Q3 | $1.33M | Buy |
9,476
+1,196
| +14% | +$170K | 0.06% | 213 |
|
|
2023
Q2 | $1.11M | Sell |
8,280
-1,583
| -16% | -$204K | 0.05% | 248 |
|
|
2023
Q1 | $1.29M | Buy |
9,863
+909
| +10% | +$122K | 0.06% | 201 |
|
|
2022
Q4 | $1.26M | Sell |
8,954
-3,981
| -31% | -$549K | 0.07% | 197 |
|
|
2022
Q3 | $1.54M | Buy |
12,935
+3,451
| +36% | +$453K | 0.08% | 176 |
|
|
2022
Q2 | $1.34M | Buy |
9,484
+2,004
| +27% | +$270K | 0.08% | 145 |
|
|
2022
Q1 | $973K | Sell |
7,480
-885
| -11% | -$115K | 0.07% | 191 |
|
|
2021
Q4 | $1.12M | Buy |
8,365
+725
| +9% | +$90.9K | 0.07% | 150 |
|
|
2021
Q3 | $1.01M | Sell |
7,640
-373
| -5% | -$49.9K | 0.07% | 138 |
|
|
2021
Q2 | $1.12M | Buy |
8,013
+1,887
| +31% | +$258K | 0.08% | 120 |
|
|
2021
Q1 | $781K | Buy |
6,126
+1,657
| +37% | +$198K | 0.07% | 142 |
|
|
2020
Q4 | $538K | Buy |
4,469
+372
| +9% | +$43K | 0.05% | 156 |
|
|
2020
Q3 | $477K | Buy |
4,097
+537
| +15% | +$63.2K | 0.05% | 145 |
|
|
2020
Q2 | $411K | Buy |
3,560
+1,359
| +62% | +$158K | 0.05% | 133 |
|
|
2020
Q1 | $233K | Sell |
2,201
-4,590
| -68% | -$580K | 0.04% | 130 |
|
|
2019
Q4 | $870K | Buy |
6,791
+4,052
| +148% | +$527K | 0.13% | 61 |
|
|
2019
Q3 | $381K | Buy |
2,739
+242
| +10% | +$32.6K | 0.06% | 93 |
|
|
2019
Q2 | $329K | Buy |
2,497
+295
| +13% | +$38.8K | 0.06% | 100 |
|
|
2019
Q1 | $297K | Sell |
2,202
-171
| -7% | -$21.8K | 0.05% | 102 |
|
|
2018
Q4 | $258K | Sell |
2,373
-461
| -16% | -$55.3K | 0.06% | 103 |
|
|
2018
Q3 | $410K | Sell |
2,834
-13
| -0.5% | -$1.82K | 0.1% | 74 |
|
|
2018
Q2 | $380K | Buy |
2,847
+41
| +1% | +$5.72K | 0.1% | 72 |
|
|
2018
Q1 | $412K | Sell |
2,806
-32
| -1% | -$4.84K | 0.12% | 64 |
|
|
2017
Q4 | $416K | Buy |
+2,838
| New | +$413K | 0.12% | 72 |
|
Other funds holding IBM
VCM
VPM
Ritholtz Wealth Management's IBM Position: Q1 2026 in Review
Ritholtz Wealth Management reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $87.9K and leaving 20,867 shares worth $5.06M. The position accounts for 0.09% of the portfolio, ranked #156.
Ritholtz Wealth Management first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.28M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Ritholtz Wealth Management held 20,867 shares of IBM worth $5.06M as of Q1 2026.
- Ritholtz Wealth Management sold 325 IBM shares in Q1 2026, an estimated $87.9K.
- IBM made up 0.09% of Ritholtz Wealth Management's portfolio in Q1 2026, its #156 holding.
- Ritholtz Wealth Management first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Ritholtz Wealth Management's IBM position peaked at $6.28M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.