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RKL Wealth Management’s IBM IBM Stock Holding History

RKL 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
Q1 		$3.32M Sell
13,708
-527
-4% -$143K 0.3% 46
2025
Q4 		$4.22M Buy
14,235
+588
+4% +$176K 0.35% 38
2025
Q3 		$3.85M Sell
13,647
-381
-3% -$99.7K 0.33% 43
2025
Q2 		$4.14M Sell
14,028
-3
-0% -$773 0.36% 40
2025
Q1 		$3.49M Buy
14,031
+210
+2% +$51.4K 0.33% 46
2024
Q4 		$3.04M Buy
13,821
+3,686
+36% +$821K 0.27% 50
2024
Q3 		$2.24M Buy
10,135
+255
+3% +$50K 0.2% 62
2024
Q2 		$1.71M Buy
9,880
+423
+4% +$73.5K 0.16% 64
2024
Q1 		$1.81M Sell
9,457
-215
-2% -$39.2K 0.18% 63
2023
Q4 		$1.58M Sell
9,672
-225
-2% -$34K 0.17% 65
2023
Q3 		$1.39M Buy
9,897
+109
+1% +$15.5K 0.17% 64
2023
Q2 		$1.31M Buy
9,788
+38
+0.4% +$4.9K 0.16% 65
2023
Q1 		$1.28M Sell
9,750
-234
-2% -$31.3K 0.16% 66
2022
Q4 		$1.41M Sell
9,984
-131
-1% -$18.1K 0.19% 67
2022
Q3 		$1.2M Buy
10,115
+354
+4% +$46.5K 0.17% 70
2022
Q2 		$1.38M Buy
9,761
+62
+0.6% +$8.37K 0.19% 67
2022
Q1 		$1.26M Buy
9,699
+871
+10% +$114K 0.15% 76
2021
Q4 		$1.18M Sell
8,828
-153
-2% -$19.2K 0.14% 77
2021
Q3 		$1.19M Buy
8,981
+162
+2% +$21.7K 0.15% 72
2021
Q2 		$1.24M Buy
+8,819
New +$1.21M 0.16% 71
2015
Q4 		– Sell
-1,543
Closed -$214K – 54
2015
Q3 		$214K Hold
1,543
– – 0.13% 52
2015
Q2 		$240K Sell
1,543
-253
-14% -$40.7K 0.14% 50
2015
Q1 		$276K Sell
1,796
-133
-7% -$20.2K 0.17% 52
2014
Q4 		$296K Hold
1,929
– – 0.19% 50
2014
Q3 		$350K Hold
1,929
– – 0.24% 47
2014
Q2 		$334K Hold
1,929
– – 0.24% 47
2014
Q1 		$355K Buy
+1,929
New +$340K 0.27% 47

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RKL Wealth Management's IBM Position: Q1 2026 in Review

RKL Wealth Management reduced its IBM (IBM) stake by 3.7% in Q1 2026, selling an estimated $143K and leaving 13,708 shares worth $3.32M. The position accounts for 0.3% of the portfolio, ranked #46.

RKL Wealth Management first reported a position in IBM in Q1 2014 and has held it in 27 quarters since. The position peaked at $4.22M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • RKL Wealth Management held 13,708 shares of IBM worth $3.32M as of Q1 2026.
  • RKL Wealth Management sold 527 IBM shares in Q1 2026, an estimated $143K.
  • IBM made up 0.3% of RKL Wealth Management's portfolio in Q1 2026, its #46 holding.
  • RKL Wealth Management first reported a position in IBM in Q1 2014 and has held it in 27 quarters since.
  • RKL Wealth Management's IBM position peaked at $4.22M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.