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RAFFA WEALTH MANAGEMENT, LLC’s IBM IBM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$46.7K Sell
166
-61
-27% -$15.4K 0.01% 177
2026
Q1 		$55K Buy
227
+50
+28% +$13.5K 0.01% 156
2025
Q4 		$52.4K Buy
177
+33
+23% +$9.88K 0.01% 159
2025
Q3 		$40.6K Sell
144
-257
-64% -$67.3K 0.01% 173
2025
Q2 		$118K Buy
401
+251
+167% +$64.7K 0.02% 114
2025
Q1 		$37.3K Sell
150
-27
-15% -$6.6K 0.01% 163
2024
Q4 		$38.9K Buy
177
+6
+4% +$1.34K 0.01% 167
2024
Q3 		$37.8K Hold
171
– – 0.01% 160
2024
Q2 		$29.6K Hold
171
– – 0.01% 251
2024
Q1 		$32.7K Sell
171
-9
-5% -$1.64K 0.01% 224
2023
Q4 		$29.4K Hold
180
– – 0.01% 166
2023
Q3 		$25.3K Hold
180
– – 0.01% 177
2023
Q2 		$24.1K Hold
180
– – 0.01% 185
2023
Q1 		$23.6K Hold
180
– – 0.01% 202
2022
Q4 		$25.4K Buy
180
+24
+15% +$3.31K 0.01% 187
2022
Q3 		$18.5K Sell
156
-9
-5% -$1.18K 0.01% 209
2022
Q2 		$23.3K Buy
165
+2
+1% +$270 0.01% 193
2022
Q1 		$21.2K Buy
163
+7
+4% +$913 0.01% 209
2021
Q4 		$20.9K Sell
156
-7
-4% -$878 0.01% 218
2021
Q3 		$21.7K Buy
163
+19
+13% +$2.54K 0.01% 183
2021
Q2 		$20.2K Hold
144
– – 0.01% 191
2021
Q1 		$18.4K Buy
144
+21
+17% +$2.51K 0.01% 204
2020
Q4 		$14.9K Buy
123
+8
+7% +$925 0.01% 212
2020
Q3 		$13.4K Sell
115
-42
-27% -$4.95K 0.01% 209
2020
Q2 		$18.1K Buy
157
+6
+4% +$697 0.01% 175
2020
Q1 		$16.1K Buy
151
+32
+27% +$4.05K 0.01% 167
2019
Q4 		$15.3K Buy
119
+13
+12% +$1.69K 0.01% 207
2019
Q3 		$14.7K Buy
+106
New +$14.3K 0.01% 206
2019
Q2 		– Sell
-92
Closed -$12.4K – 1029
2019
Q1 		$12.4K Hold
92
– – 0.01% 176
2018
Q4 		$10K Hold
92
– – ﹤0.01% 208
2018
Q3 		$13.3K Hold
92
– – ﹤0.01% 199
2018
Q2 		$12.3K Hold
92
– – ﹤0.01% 194
2018
Q1 		$13.5K Buy
+92
New +$13.9K ﹤0.01% 191
2017
Q1 		– Sell
-21
Closed -$3.32K – 592
2016
Q4 		$3.32K Hold
21
– – ﹤0.01% 244
2016
Q3 		$3.18K Hold
21
– – ﹤0.01% 247
2016
Q2 		$3.04K Hold
21
– – ﹤0.01% 244
2016
Q1 		$3.03K Hold
21
– – ﹤0.01% 245
2015
Q4 		$2.75K Sell
21
-26
-55% -$3.49K ﹤0.01% 241
2015
Q3 		$6.52K Hold
47
– – ﹤0.01% 202
2015
Q2 		$7.32K Hold
47
– – ﹤0.01% 186
2015
Q1 		$7.22K Hold
47
– – ﹤0.01% 169
2014
Q4 		$7.22K Hold
47
– – ﹤0.01% 173
2014
Q3 		$8.54K Buy
+47
New +$8.56K 0.01% 156
2014
Q1 		– Sell
-47
Closed -$7.22K – 478
2013
Q4 		$7.22K Buy
+47
New +$8.11K ﹤0.01% 173

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IBM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its IBM (IBM) stake by 27% in Q2 2026, selling an estimated $15.4K and leaving 166 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #177.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBM in Q4 2013 and has held it in 44 quarters since. The position peaked at $118K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 166 shares of IBM worth $46.7K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 61 IBM shares in Q2 2026, an estimated $15.4K.
  • IBM made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #177 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBM in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's IBM position peaked at $118K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.