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 Q3	$291K	Buy	1,321 +103	+8%	+$24.5K	0.02%	154
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

RVW Wealth's IBM Position: Q3 2026 in Review

RVW Wealth increased its IBM (IBM) stake by 8.5% in Q3 2026, buying an estimated $24.5K and bringing the position to 1,321 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #154.

RVW Wealth first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $416K in Q2 2025. 800 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

RVW Wealth held 1,321 shares of IBM worth $291K as of Q3 2026.
RVW Wealth bought 103 IBM shares in Q3 2026, an estimated $24.5K.
IBM made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #154 holding.
RVW Wealth first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
RVW Wealth's IBM position peaked at $416K in Q2 2025.
800 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.