RIG
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RiverFront Investment Group’s IBM IBM Stock Holding History

RiverFront Investment Group’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 		$7.39M Buy
26,264
+5,989
+30% +$1.51M 0.1% 97
2026
Q1 		$4.91M Buy
20,275
+7,075
+54% +$1.91M 0.08% 98
2025
Q4 		$3.91M Buy
13,200
+2,578
+24% +$772K 0.06% 92
2025
Q3 		$3M Buy
10,622
+1,720
+19% +$450K 0.05% 103
2025
Q2 		$2.62M Buy
8,902
+2,272
+34% +$585K 0.05% 99
2025
Q1 		$1.65M Buy
6,630
+3,180
+92% +$778K 0.04% 112
2024
Q4 		$758K Buy
3,450
+151
+5% +$33.6K 0.02% 139
2024
Q3 		$729K Buy
+3,299
New +$647K 0.02% 124

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

RiverFront Investment Group's IBM Position: Q2 2026 in Review

RiverFront Investment Group increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $1.51M and bringing the position to 26,264 shares worth $7.39M. The position accounts for 0.1% of the portfolio, ranked #97.

RiverFront Investment Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RiverFront Investment Group held 26,264 shares of IBM worth $7.39M as of Q2 2026.
  • RiverFront Investment Group bought 5,989 IBM shares in Q2 2026, an estimated $1.51M.
  • IBM made up 0.1% of RiverFront Investment Group's portfolio in Q2 2026, its #97 holding.
  • RiverFront Investment Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.