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Riverchase Wealth Management’s IBM IBM Stock Holding History

Riverchase Wealth Management’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 		$221K Buy
+786
New +$198K 0.1% 78
2026
Q1 		– Sell
-786
Closed -$233K – 74
2025
Q4 		$233K Hold
786
– – 0.13% 67
2025
Q3 		$222K Hold
786
– – 0.13% 71
2025
Q2 		$232K Buy
+786
New +$203K 0.15% 63

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Riverchase Wealth Management's IBM Position: Q2 2026 in Review

Riverchase Wealth Management opened a new position in IBM (IBM) in Q2 2026: 786 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Riverchase Wealth Management previously reported a position in IBM as recently as Q4 2025.

Riverchase Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Riverchase Wealth Management held 786 shares of IBM worth $221K as of Q2 2026.
  • IBM was a new Riverchase Wealth Management position in Q2 2026.
  • IBM made up 0.1% of Riverchase Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Riverchase Wealth Management first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Riverchase Wealth Management's IBM position peaked at $233K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.