Ritter Daniher Financial Advisory’s IBM IBM Stock Holding History

Ritter Daniher Financial Advisory’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	$316K	Sell	1,124 -43	-4%	-$10.8K	0.05%	135
2026 Q1	$283K	Hold	1,167	–	–	0.05%	136
2025 Q4	$346K	Buy	1,167 +85	+8%	+$25.5K	0.06%	123
2025 Q3	$305K	Hold	1,082	–	–	0.05%	129
2025 Q2	$319K	Hold	1,082	–	–	0.08%	69
2025 Q1	$269K	Hold	1,082	–	–	0.07%	75
2024 Q4	$238K	Buy	1,082 +102	+10%	+$22.7K	0.07%	79
2024 Q3	$217K	Hold	980	–	–	0.06%	80
2024 Q2	$170K	Hold	980	–	–	0.05%	81
2024 Q1	$187K	Hold	980	–	–	0.06%	79
2023 Q4	$160K	Hold	980	–	–	0.06%	86
2023 Q3	$138K	Hold	980	–	–	0.06%	87
2023 Q2	$131K	Hold	980	–	–	0.05%	85
2023 Q1	$128K	Hold	980	–	–	0.06%	83
2022 Q4	$138K	Hold	980	–	–	0.07%	82
2022 Q3	$116K	Hold	980	–	–	0.08%	83
2022 Q2	$138K	Hold	980	–	–	0.1%	72
2022 Q1	$127K	Hold	980	–	–	0.09%	79
2021 Q4	$131K	Sell	980 -45	-4%	-$5.64K	0.09%	79
2021 Q3	$136K	Hold	1,025	–	–	0.1%	71
2021 Q2	$144K	Hold	1,025	–	–	0.11%	66
2021 Q1	$131K	Sell	1,025 -209	-17%	-$25K	0.1%	65
2020 Q4	$149K	Buy	+1,234	New	+$143K	0.13%	59

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ritter Daniher Financial Advisory's IBM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its IBM (IBM) stake by 3.7% in Q2 2026, selling an estimated $10.8K and leaving 1,124 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #135.

Ritter Daniher Financial Advisory first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $346K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ritter Daniher Financial Advisory held 1,124 shares of IBM worth $316K as of Q2 2026.
Ritter Daniher Financial Advisory sold 43 IBM shares in Q2 2026, an estimated $10.8K.
IBM made up 0.05% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #135 holding.
Ritter Daniher Financial Advisory first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's IBM position peaked at $346K in Q4 2025.
2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.