L. Roy Papp & Associates’s IBM IBM Stock Holding History

L. Roy Papp & Associates’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	$1.27M	Sell	4,518 -625	-12%	-$157K	0.13%	88
2026 Q1	$1.25M	Buy	5,143 +21	+0.4%	+$5.68K	0.14%	90
2025 Q4	$1.52M	Sell	5,122 -176	-3%	-$52.7K	0.17%	81
2025 Q3	$1.49M	Sell	5,298 -260	-5%	-$68.1K	0.17%	81
2025 Q2	$1.64M	Hold	5,558	–	–	0.19%	78
2025 Q1	$1.38M	Sell	5,558 -359	-6%	-$87.8K	0.17%	81
2024 Q4	$1.3M	Sell	5,917 -260	-4%	-$57.9K	0.15%	85
2024 Q3	$1.37M	Sell	6,177 -453	-7%	-$88.8K	0.17%	83
2024 Q2	$1.15M	Buy	6,630 +60	+0.9%	+$10.4K	0.14%	86
2024 Q1	$1.25M	Sell	6,570 -554	-8%	-$101K	0.15%	86
2023 Q4	$1.17M	Sell	7,124 -125	-2%	-$18.9K	0.14%	88
2023 Q3	$1.02M	Sell	7,249 -35	-0.5%	-$4.98K	0.14%	92
2023 Q2	$975K	Sell	7,284 -34	-0.5%	-$4.39K	0.13%	96
2023 Q1	$959K	Buy	7,318 +300	+4%	+$40.1K	0.13%	96
2022 Q4	$989K	Sell	7,018 -43	-0.6%	-$5.93K	0.14%	94
2022 Q3	$839K	Hold	7,061	–	–	0.13%	99
2022 Q2	$997K	Hold	7,061	–	–	0.14%	95
2022 Q1	$918K	Hold	7,061	–	–	0.11%	105
2021 Q4	$944K	Sell	7,061 -346	-5%	-$43.4K	0.11%	99
2021 Q3	$984K	Hold	7,407	–	–	0.13%	97
2021 Q2	$1.04M	Sell	7,407 -5	-0.1%	-$684	0.13%	94
2021 Q1	$944K	Sell	7,412 -4,133	-36%	-$495K	0.14%	89
2020 Q4	$1.39M	Sell	11,545 -229	-2%	-$26.5K	0.16%	84
2020 Q3	$1.37M	Sell	11,774 -2,317	-16%	-$273K	0.18%	83
2020 Q2	$1.63M	Sell	14,091 -61	-0.4%	-$7.08K	0.23%	73
2020 Q1	$1.5M	Sell	14,152 -314	-2%	-$39.7K	0.27%	70
2019 Q4	$1.85M	Sell	14,466 -325	-2%	-$42.2K	0.27%	71
2019 Q3	$2.06M	Sell	14,791 -2,908	-16%	-$392K	0.32%	64
2019 Q2	$2.33M	Buy	17,699 +6,391	+57%	+$840K	0.37%	61
2019 Q1	$1.52M	Buy	11,308 +1,816	+19%	+$231K	0.27%	69
2018 Q4	$1.03M	Sell	9,492 -224	-2%	-$26.9K	0.22%	78
2018 Q3	$1.41M	Sell	9,716 -781	-7%	-$109K	0.25%	75
2018 Q2	$1.4M	Sell	10,497 -2,442	-19%	-$341K	0.27%	69
2018 Q1	$1.9M	Sell	12,939 -131	-1%	-$19.8K	0.36%	63
2017 Q4	$1.92M	Sell	13,070 -366	-3%	-$53.2K	0.38%	58
2017 Q3	$1.86M	Sell	13,436 -642	-5%	-$89.4K	0.4%	56
2017 Q2	$2.07M	Sell	14,078 -837	-6%	-$126K	0.45%	53
2017 Q1	$2.48M	Sell	14,915 -623	-4%	-$104K	0.57%	44
2016 Q4	$2.47M	Sell	15,538 -88	-0.6%	-$13.4K	0.56%	46
2016 Q3	$2.37M	Sell	15,626 -382	-2%	-$58K	0.55%	48
2016 Q2	$2.32M	Sell	16,008 -1,014	-6%	-$145K	0.55%	47
2016 Q1	$2.46M	Sell	17,022 -355	-2%	-$45.3K	0.58%	45
2015 Q4	$2.29M	Sell	17,377 -5,913	-25%	-$794K	0.56%	47
2015 Q3	$3.23M	Sell	23,290 -46	-0.2%	-$6.79K	0.8%	36
2015 Q2	$3.63M	Sell	23,336 -732	-3%	-$118K	0.83%	33
2015 Q1	$3.69M	Sell	24,068 -97	-0.4%	-$14.7K	0.81%	34
2014 Q4	$3.71M	Buy	24,165 +2,673	+12%	+$425K	0.81%	32
2014 Q3	$3.9M	Buy	21,492 +380	+2%	+$69.2K	0.9%	32
2014 Q2	$3.66M	Buy	21,112 +2,512	+14%	+$452K	0.82%	31
2014 Q1	$3.42M	Sell	18,600 -1,827	-9%	-$322K	0.8%	32
2013 Q4	$3.66M	Sell	20,427 -621	-3%	-$107K	0.79%	35
2013 Q3	$3.73M	Buy	21,048 +1,460	+7%	+$265K	0.88%	35
2013 Q2	$3.58M	Buy	+19,588	New	+$3.81M	0.89%	34

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

L. Roy Papp & Associates's IBM Position: Q2 2026 in Review

L. Roy Papp & Associates reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $157K and leaving 4,518 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #88.

L. Roy Papp & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.9M in Q3 2014. 1,888 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

L. Roy Papp & Associates held 4,518 shares of IBM worth $1.27M as of Q2 2026.
L. Roy Papp & Associates sold 625 IBM shares in Q2 2026, an estimated $157K.
IBM made up 0.13% of L. Roy Papp & Associates's portfolio in Q2 2026, its #88 holding.
L. Roy Papp & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
L. Roy Papp & Associates's IBM position peaked at $3.9M in Q3 2014.
1,888 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.