RWM
IBM icon

Rockline Wealth Management’s IBM IBM Stock Holding History

Rockline 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 		$409K Sell
1,456
-64
-4% -$16.1K 0.08% 75
2026
Q1 		$368K Hold
1,520
– – 0.08% 74
2025
Q4 		$450K Hold
1,520
– – 0.09% 68
2025
Q3 		$429K Buy
1,520
+98
+7% +$25.7K 0.09% 70
2025
Q2 		$419K Hold
1,422
– – 0.1% 69
2025
Q1 		$354K Buy
1,422
+36
+3% +$8.81K 0.1% 73
2024
Q4 		$305K Hold
1,386
– – 0.08% 83
2024
Q3 		$306K Buy
1,386
+5
+0.4% +$980 0.09% 84
2024
Q2 		$239K Buy
+1,381
New +$240K 0.07% 91

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Rockline Wealth Management's IBM Position: Q2 2026 in Review

Rockline Wealth Management reduced its IBM (IBM) stake by 4.2% in Q2 2026, selling an estimated $16.1K and leaving 1,456 shares worth $409K. The position accounts for 0.08% of the portfolio, ranked #75.

Rockline Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $450K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rockline Wealth Management held 1,456 shares of IBM worth $409K as of Q2 2026.
  • Rockline Wealth Management sold 64 IBM shares in Q2 2026, an estimated $16.1K.
  • IBM made up 0.08% of Rockline Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Rockline Wealth Management first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Rockline Wealth Management's IBM position peaked at $450K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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