Riversedge Advisors
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Riversedge Advisors’s IBM IBM Stock Holding History

Riversedge 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
Q3 		$478K Buy
2,172
+373
+21% +$88.6K 0.06% 153
2026
Q2 		$506K Buy
1,799
+839
+87% +$211K 0.07% 118
2026
Q1 		$233K Buy
960
+170
+22% +$46K 0.04% 179
2025
Q4 		$234K Buy
+790
New +$237K 0.04% 177

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Riversedge Advisors's IBM Position: Q3 2026 in Review

Riversedge Advisors increased its IBM (IBM) stake by 21% in Q3 2026, buying an estimated $88.6K and bringing the position to 2,172 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #153.

Riversedge Advisors first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $506K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Riversedge Advisors held 2,172 shares of IBM worth $478K as of Q3 2026.
  • Riversedge Advisors bought 373 IBM shares in Q3 2026, an estimated $88.6K.
  • IBM made up 0.06% of Riversedge Advisors's portfolio in Q3 2026, its #153 holding.
  • Riversedge Advisors first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Riversedge Advisors's IBM position peaked at $506K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.