RPg Family Wealth Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-35,028
| Closed | -$10.4M | – | 141 |
|
|
2025
Q4 | $10.4M | Sell |
35,028
-222
| -0.6% | -$66.5K | 2.28% | 8 |
|
|
2025
Q3 | $9.95M | Buy |
35,250
+16,884
| +92% | +$4.42M | 2.18% | 8 |
|
|
2025
Q2 | $5.41M | Buy |
+18,366
| New | +$4.73M | 1.44% | 24 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$19.5K | – | 189 |
|
|
2022
Q1 | $19.5K | Hold |
150
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $20K | Sell |
150
-7
| -4% | -$878 | 0.01% | 219 |
|
|
2021
Q3 | $20.8K | Hold |
157
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $22K | Buy |
+157
| New | +$21.5K | 0.01% | 218 |
|
|
2020
Q4 | $30.8K | Sell |
256
-14,903
| -98% | -$1.72M | 0.01% | 194 |
|
|
2020
Q3 | $1.76M | Buy |
15,159
+902
| +6% | +$106K | 0.93% | 35 |
|
|
2020
Q2 | $1.65M | Buy |
14,257
+14,100
| +8,981% | +$1.64M | 1% | 38 |
|
|
2020
Q1 | $16.6K | Hold |
157
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $20.1K | Hold |
157
| – | – | 0.01% | 215 |
|
|
2019
Q3 | $21.8K | Hold |
157
| – | – | 0.01% | 215 |
|
|
2019
Q2 | $20.7K | Hold |
157
| – | – | 0.01% | 217 |
|
|
2019
Q1 | $21.2K | Hold |
157
| – | – | 0.01% | 222 |
|
|
2018
Q4 | $17.1K | Sell |
157
-52
| -25% | -$6.24K | 0.02% | 172 |
|
|
2018
Q3 | $30.2K | Hold |
209
| – | – | 0.02% | 142 |
|
|
2018
Q2 | $27.9K | Sell |
209
-6
| -3% | -$837 | 0.02% | 148 |
|
|
2018
Q1 | $31.6K | Buy |
215
+58
| +37% | +$8.78K | 0.03% | 163 |
|
|
2017
Q4 | $23K | Sell |
157
-68
| -30% | -$9.89K | 0.02% | 196 |
|
|
2017
Q3 | $31.2K | Buy |
225
+16
| +8% | +$2.23K | 0.03% | 181 |
|
|
2017
Q2 | $30.8K | Sell |
209
-16
| -7% | -$2.41K | 0.03% | 205 |
|
|
2017
Q1 | $37.4K | Sell |
225
-177
| -44% | -$29.7K | 0.03% | 161 |
|
|
2016
Q4 | $63.7K | Buy |
402
+16
| +4% | +$2.44K | 0.05% | 103 |
|
|
2016
Q3 | $58.6K | Sell |
386
-43
| -10% | -$6.53K | 0.04% | 110 |
|
|
2016
Q2 | $62.2K | Buy |
429
+241
| +128% | +$34.5K | 0.03% | 112 |
|
|
2016
Q1 | $27.3K | Buy |
188
+21
| +13% | +$2.68K | 0.02% | 164 |
|
|
2015
Q4 | $22K | Buy |
+167
| New | +$22.4K | 0.02% | 140 |
|
Other funds holding IBM
VCM
VPM
RPg Family Wealth Advisory's IBM Position: Q1 2026 in Review
RPg Family Wealth Advisory sold out of IBM (IBM) in Q1 2026, closing a stake of 35,028 shares — an estimated $10.4M sold.
RPg Family Wealth Advisory first reported a position in IBM in Q4 2015 and held it in 28 quarters. The position peaked at $10.4M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- RPg Family Wealth Advisory reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- RPg Family Wealth Advisory sold 35,028 IBM shares in Q1 2026, an estimated $10.4M.
- RPg Family Wealth Advisory first reported a position in IBM in Q4 2015 and held it in 28 quarters.
- RPg Family Wealth Advisory's IBM position peaked at $10.4M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.