RMG Wealth Management
IBM icon

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
Q3 		$57.8K Hold
232
– – 0.01% 163
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

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RMG Wealth Management's IBM Position: Q3 2026 in Review

RMG Wealth Management held its IBM (IBM) position steady in Q3 2026 at 232 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #163.

RMG Wealth Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $104K in Q1 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • RMG Wealth Management held 232 shares of IBM worth $57.8K as of Q3 2026.
  • RMG Wealth Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #163 holding.
  • RMG Wealth Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's IBM position peaked at $104K in Q1 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.