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RTD Financial Advisors’s IBM IBM Stock Holding History

RTD Financial Advisors’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 		$1.87M Buy
6,633
+5,672
+590% +$1.43M 0.2% 62
2026
Q1 		$233K Buy
961
+154
+19% +$41.7K 0.03% 112
2025
Q4 		$239K Buy
807
+8
+1% +$2.4K 0.03% 110
2025
Q3 		$225K Hold
799
– – 0.03% 106
2025
Q2 		$236K Sell
799
-15
-2% -$3.87K 0.03% 103
2025
Q1 		$202K Buy
+814
New +$199K 0.03% 117

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

RTD Financial Advisors's IBM Position: Q2 2026 in Review

RTD Financial Advisors increased its IBM (IBM) stake by 590% in Q2 2026, buying an estimated $1.43M and bringing the position to 6,633 shares worth $1.87M. The position accounts for 0.2% of the portfolio, ranked #62.

RTD Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RTD Financial Advisors held 6,633 shares of IBM worth $1.87M as of Q2 2026.
  • RTD Financial Advisors bought 5,672 IBM shares in Q2 2026, an estimated $1.43M.
  • IBM made up 0.2% of RTD Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • RTD Financial Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.