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Rockbridge Investment Management’s IBM IBM Stock Holding History

Rockbridge Investment 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
Q1 		$559K Buy
2,306
+409
+22% +$111K 0.05% 90
2025
Q4 		$562K Buy
1,897
+58
+3% +$17.4K 0.05% 86
2025
Q3 		$519K Sell
1,839
-44
-2% -$11.5K 0.05% 87
2025
Q2 		$555K Buy
1,883
+1
+0.1% +$258 0.06% 79
2025
Q1 		$468K Buy
1,882
+59
+3% +$14.4K 0.06% 87
2024
Q4 		$401K Buy
1,823
+65
+4% +$14.5K 0.05% 96
2024
Q3 		$389K Buy
1,758
+320
+22% +$62.7K 0.05% 97
2024
Q2 		$249K Buy
1,438
+47
+3% +$8.17K 0.04% 106
2024
Q1 		$266K Sell
1,391
-2
-0.1% -$365 0.04% 103
2023
Q4 		$228K Buy
+1,393
New +$210K 0.03% 107
2022
Q3 		– Sell
-522
Closed -$73.7K – 320
2022
Q2 		$73.7K Sell
522
-47
-8% -$6.34K 0.02% 186
2022
Q1 		$74.1K Sell
569
-1,754
-76% -$229K 0.01% 248
2021
Q4 		$310K Sell
2,323
-104
-4% -$13K 0.05% 134
2021
Q3 		$322K Buy
2,427
+2
+0.1% +$267 0.05% 117
2021
Q2 		$340K Sell
2,425
-75
-3% -$10.3K 0.06% 114
2021
Q1 		$319K Buy
2,500
+1,941
+347% +$232K 0.06% 109
2020
Q4 		$67K Buy
559
+100
+22% +$11.6K 0.01% 251
2020
Q3 		$53K Sell
459
-505
-52% -$59.5K 0.01% 262
2020
Q2 		$111K Buy
+964
New +$112K 0.03% 166

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockbridge Investment Management's IBM Position: Q1 2026 in Review

Rockbridge Investment Management increased its IBM (IBM) stake by 22% in Q1 2026, buying an estimated $111K and bringing the position to 2,306 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #90.

Rockbridge Investment Management first reported a position in IBM in Q2 2020 and has held it in 19 quarters since. The position peaked at $562K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Rockbridge Investment Management held 2,306 shares of IBM worth $559K as of Q1 2026.
  • Rockbridge Investment Management bought 409 IBM shares in Q1 2026, an estimated $111K.
  • IBM made up 0.05% of Rockbridge Investment Management's portfolio in Q1 2026, its #90 holding.
  • Rockbridge Investment Management first reported a position in IBM in Q2 2020 and has held it in 19 quarters since.
  • Rockbridge Investment Management's IBM position peaked at $562K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.