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RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

IBM holding history

International Business Machines Corp in every 13F filed by RKL Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
13,883
Value
$3.90M
% of portfolio
0.3%
Quarters held
21
Since Q2 2021
Holdings of IBM by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,883$3.90M0.3%+175+1.3%AddedHolders
Q1 202613,708$3.32M0.3%−527−3.7%ReducedHolders
Q4 202514,235$4.22M0.3%+588+4.3%AddedHolders
Q3 202513,647$3.85M0.3%−381−2.7%ReducedHolders
Q2 202514,028$4.14M0.4%−30.0%ReducedHolders
Q1 202514,031$3.49M0.3%+210+1.5%AddedHolders
Q4 202413,821$3.04M0.3%+3,686+36.4%AddedHolders
Q3 202410,135$2.24M0.2%+255+2.6%AddedHolders
Q2 20249,880$1.71M0.2%+423+4.5%AddedHolders
Q1 20249,457$1.81M0.2%−215−2.2%ReducedHolders
Q4 20239,672$1.58M0.2%−225−2.3%ReducedHolders
Q3 20239,897$1.39M0.2%+109+1.1%AddedHolders
Q2 20239,788$1.31M0.2%+38+0.4%AddedHolders
Q1 20239,750$1.28M0.2%−234−2.3%ReducedHolders
Q4 20229,984$1.41M0.2%−131−1.3%ReducedHolders
Q3 202210,115$1.20M0.2%+354+3.6%AddedHolders
Q2 20229,761$1.38M0.2%+62+0.6%AddedHolders
Q1 20229,699$1.26M0.2%+871+9.9%AddedHolders
Q4 20218,828$1.18M0.1%+242+2.8%AddedHolders
Q3 20218,586$1.19M0.2%+155+1.8%AddedHolders
Q2 20218,431$1.24M0.2%+8,431NewHolders