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Robertson Stephens Wealth Management’s IBM IBM Stock Holding History

Robertson Stephens 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 		$2.77M Buy
9,851
+186
+2% +$46.9K 0.07% 180
2026
Q1 		$2.34M Buy
9,665
+119
+1% +$32.2K 0.07% 192
2025
Q4 		$2.83M Sell
9,546
-3,730
-28% -$1.12M 0.07% 175
2025
Q3 		$3.75M Sell
13,276
-638
-5% -$167K 0.11% 126
2025
Q2 		$4.1M Buy
13,914
+252
+2% +$64.9K 0.13% 123
2025
Q1 		$3.4M Sell
13,662
-376
-3% -$92K 0.12% 142
2024
Q4 		$3.09M Sell
14,038
-193
-1% -$43K 0.11% 157
2024
Q3 		$3.15M Buy
14,231
+1,113
+8% +$218K 0.11% 153
2024
Q2 		$2.27M Sell
13,118
-1,382
-10% -$240K 0.11% 140
2024
Q1 		$2.77M Buy
14,500
+1,348
+10% +$246K 0.15% 118
2023
Q4 		$2.15M Buy
13,152
+651
+5% +$98.4K 0.13% 134
2023
Q3 		$1.75M Buy
12,501
+303
+2% +$43.1K 0.12% 154
2023
Q2 		$1.63M Sell
12,198
-655
-5% -$84.5K 0.12% 151
2023
Q1 		$1.68M Buy
12,853
+420
+3% +$56.2K 0.13% 145
2022
Q4 		$1.75M Buy
12,433
+236
+2% +$32.6K 0.17% 121
2022
Q3 		$1.45M Sell
12,197
-274
-2% -$36K 0.15% 119
2022
Q2 		$1.76M Buy
12,471
+2,177
+21% +$294K 0.17% 109
2022
Q1 		$1.34M Buy
10,294
+626
+6% +$81.6K 0.11% 152
2021
Q4 		$1.29M Sell
9,668
-36
-0.4% -$4.51K 0.11% 154
2021
Q3 		$1.29M Sell
9,704
-1,569
-14% -$210K 0.15% 96
2021
Q2 		$1.58M Buy
11,273
+1,482
+15% +$203K 0.19% 88
2021
Q1 		$1.25M Buy
9,791
+472
+5% +$56.5K 0.2% 86
2020
Q4 		$1.12M Buy
9,319
+523
+6% +$60.4K 0.23% 82
2020
Q3 		$1.02M Buy
+8,796
New +$1.04M 0.25% 78
2020
Q2 		– Sell
-3,884
Closed -$412K – 203
2020
Q1 		$412K Buy
3,884
+1,393
+56% +$176K 0.14% 112
2019
Q4 		$319K Sell
2,491
-1,963
-44% -$255K 0.16% 83
2019
Q3 		$619K Buy
+4,454
New +$601K 0.31% 62

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's IBM Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $46.9K and bringing the position to 9,851 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #180.

Robertson Stephens Wealth Management first reported a position in IBM in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.1M in Q2 2025. 1,754 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Robertson Stephens Wealth Management held 9,851 shares of IBM worth $2.77M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 186 IBM shares in Q2 2026, an estimated $46.9K.
  • IBM made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Robertson Stephens Wealth Management first reported a position in IBM in Q3 2019 and has held it in 27 quarters since.
  • Robertson Stephens Wealth Management's IBM position peaked at $4.1M in Q2 2025.
  • 1,754 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.