Ruggiero Investments’s IBM IBM Stock Holding History

Ruggiero Investments’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	–	Sell	-1,110	Closed	-$269K	–	96
2026 Q1	$269K	Hold	1,110	–	–	0.26%	59
2025 Q4	$329K	Buy	+1,110	New	+$332K	0.3%	49

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ruggiero Investments's IBM Position: Q2 2026 in Review

Ruggiero Investments sold out of IBM (IBM) in Q2 2026, closing a stake of 1,110 shares — an estimated $269K sold.

Ruggiero Investments first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $329K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ruggiero Investments reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Ruggiero Investments sold 1,110 IBM shares in Q2 2026, an estimated $269K.
Ruggiero Investments first reported a position in IBM in Q4 2025 and held it in 2 quarters.
Ruggiero Investments's IBM position peaked at $329K in Q4 2025.
3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.