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RMR Wealth Builders’s IBM IBM Stock Holding History

RMR Wealth Builders’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 		$4.88M Buy
17,337
+3,866
+29% +$974K 0.3% 53
2026
Q1 		$3.27M Buy
13,471
+1,830
+16% +$495K 0.26% 56
2025
Q4 		$3.45M Buy
11,641
+785
+7% +$235K 0.28% 52
2025
Q3 		$3.06M Buy
10,856
+810
+8% +$212K 0.26% 52
2025
Q2 		$2.96M Buy
10,046
+1,694
+20% +$436K 0.27% 49
2025
Q1 		$2.08M Buy
8,352
+263
+3% +$64.3K 0.22% 62
2024
Q4 		$1.78M Buy
8,089
+5,663
+233% +$1.26M 0.18% 66
2024
Q3 		$536K Buy
2,426
+101
+4% +$19.8K 0.06% 149
2024
Q2 		$402K Sell
2,325
-1,192
-34% -$207K 0.05% 168
2024
Q1 		$672K Buy
3,517
+118
+3% +$21.5K 0.08% 125
2023
Q4 		$556K Buy
3,399
+24
+0.7% +$3.63K 0.08% 133
2023
Q3 		$474K Buy
3,375
+90
+3% +$12.8K 0.08% 142
2023
Q2 		$440K Buy
3,285
+691
+27% +$89.2K 0.07% 128
2023
Q1 		$340K Sell
2,594
-888
-26% -$119K 0.06% 152
2022
Q4 		$491K Sell
3,482
-475
-12% -$65.5K 0.11% 96
2022
Q3 		$470K Sell
3,957
-49
-1% -$6.43K 0.12% 95
2022
Q2 		$566K Sell
4,006
-269
-6% -$36.3K 0.14% 98
2022
Q1 		$556K Sell
4,275
-94
-2% -$12.3K 0.12% 111
2021
Q4 		$584K Buy
4,369
+1,256
+40% +$158K 0.17% 62
2021
Q3 		$414K Buy
3,113
+415
+15% +$55.5K 0.12% 111
2021
Q2 		$378K Sell
2,698
-936
-26% -$128K 0.12% 116
2021
Q1 		$463K Buy
3,634
+2,374
+188% +$284K 0.12% 105
2020
Q4 		$152K Sell
1,260
-3,108
-71% -$359K 0.07% 175
2020
Q3 		$508K Buy
4,368
+3,115
+249% +$367K 0.13% 118
2020
Q2 		$144K Buy
+1,253
New +$146K 0.13% 135
2019
Q4 		$74K Buy
+575
New +$74.7K 0.07% 198

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

RMR Wealth Builders's IBM Position: Q2 2026 in Review

RMR Wealth Builders increased its IBM (IBM) stake by 29% in Q2 2026, buying an estimated $974K and bringing the position to 17,337 shares worth $4.88M. The position accounts for 0.3% of the portfolio, ranked #53.

RMR Wealth Builders first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RMR Wealth Builders held 17,337 shares of IBM worth $4.88M as of Q2 2026.
  • RMR Wealth Builders bought 3,866 IBM shares in Q2 2026, an estimated $974K.
  • IBM made up 0.3% of RMR Wealth Builders's portfolio in Q2 2026, its #53 holding.
  • RMR Wealth Builders first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.