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RMG Wealth Management’s IBM IBM Stock Holding History

RMG 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 		$54.7K Sell
232
-234
-50% -$59K 0.01% 161
2026
Q1 		$104K Buy
466
+234
+101% +$63.3K 0.01% 112
2025
Q4 		$69.1K Hold
232
– – 0.01% 130
2025
Q3 		$66.4K Hold
232
– – 0.01% 121
2025
Q2 		$66.4K Buy
+232
New +$59.8K 0.01% 113

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

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

RMG Wealth Management reduced its IBM (IBM) stake by 50% in Q2 2026, selling an estimated $59K and leaving 232 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #161.

RMG Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $104K in Q1 2026. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RMG Wealth Management held 232 shares of IBM worth $54.7K as of Q2 2026.
  • RMG Wealth Management sold 234 IBM shares in Q2 2026, an estimated $59K.
  • IBM made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #161 holding.
  • RMG Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's IBM position peaked at $104K in Q1 2026.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.