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RVW Wealth’s IBM IBM Stock Holding History

RVW Wealth’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 		$342K Hold
1,218
– – 0.02% 132
2026
Q1 		$295K Sell
1,218
-24
-2% -$6.49K 0.02% 139
2025
Q4 		$368K Buy
1,242
+4
+0.3% +$1.2K 0.03% 127
2025
Q3 		$349K Sell
1,238
-175
-12% -$45.8K 0.03% 131
2025
Q2 		$416K Buy
1,413
+75
+6% +$19.3K 0.04% 113
2025
Q1 		$333K Buy
1,338
+174
+15% +$42.6K 0.03% 117
2024
Q4 		$256K Buy
1,164
+152
+15% +$33.9K 0.02% 130
2024
Q3 		$224K Sell
1,012
-250
-20% -$49K 0.02% 142
2024
Q2 		$218K Buy
1,262
+100
+9% +$17.4K 0.02% 139
2024
Q1 		$222K Buy
+1,162
New +$212K 0.02% 136
2023
Q4 		– Sell
-763
Closed -$107K – 237
2023
Q3 		$107K Buy
+763
New +$109K 0.01% 175

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

RVW Wealth's IBM Position: Q2 2026 in Review

RVW Wealth held its IBM (IBM) position steady in Q2 2026 at 1,218 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #132.

RVW Wealth first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $416K in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RVW Wealth held 1,218 shares of IBM worth $342K as of Q2 2026.
  • RVW Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #132 holding.
  • RVW Wealth first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • RVW Wealth's IBM position peaked at $416K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.