RIM
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RW Investment Management’s IBM IBM Stock Holding History

RW Investment Management’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
2025
Q3 		$271K Hold
960
– – 0.03% 91
2025
Q2 		$283K Buy
+960
New +$247K 0.03% 89

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RW Investment Management's IBM Position: Q3 2025 in Review

RW Investment Management held its IBM (IBM) position steady in Q3 2025 at 960 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #91.

RW Investment Management first reported a position in IBM in Q2 2025 and has held it in 2 quarters since. The position peaked at $283K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • RW Investment Management held 960 shares of IBM worth $271K as of Q3 2025.
  • RW Investment Management left its IBM share count unchanged in Q3 2025.
  • IBM made up 0.03% of RW Investment Management's portfolio in Q3 2025, its #91 holding.
  • RW Investment Management first reported a position in IBM in Q2 2025 and has held it in 2 quarters since.
  • RW Investment Management's IBM position peaked at $283K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on RW Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.