Robertson Stephens Wealth Management
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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
Q3 		$2.46M Buy
11,205
+1,354
+14% +$322K 0.06% 192
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% -$4.52K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Robertson Stephens Wealth Management's IBM Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its IBM (IBM) stake by 14% in Q3 2026, buying an estimated $322K and bringing the position to 11,205 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #192.

Robertson Stephens Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.1M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Robertson Stephens Wealth Management held 11,205 shares of IBM worth $2.46M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 1,354 IBM shares in Q3 2026, an estimated $322K.
  • IBM made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Robertson Stephens Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's IBM position peaked at $4.1M in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.