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Matthew Hamilton Rosenberg’s IBM IBM Stock Holding History

Matthew Hamilton Rosenberg’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 		$487K Buy
2,215
+232
+12% +$55.1K 0.09% 118
2026
Q2 		$558K Buy
1,983
+105
+6% +$26.5K 0.1% 98
2026
Q1 		$455K Buy
1,878
+42
+2% +$11.4K 0.09% 100
2025
Q4 		$544K Hold
1,836
– – 0.11% 84
2025
Q3 		$518K Hold
1,836
– – 0.11% 83
2025
Q2 		$541K Sell
1,836
-175
-9% -$45.1K 0.13% 77
2025
Q1 		$500K Buy
2,011
+94
+5% +$23K 0.13% 75
2024
Q4 		$422K Sell
1,917
-3
-0.2% -$668 0.11% 84
2024
Q3 		$425K Hold
1,920
– – 0.11% 86
2024
Q2 		$336K Hold
1,920
– – 0.1% 106
2024
Q1 		$365K Sell
1,920
-195
-9% -$35.6K 0.11% 97
2023
Q4 		$346K Sell
2,115
-27
-1% -$4.08K 0.11% 101
2023
Q3 		$300K Buy
2,142
+97
+5% +$13.8K 0.1% 109
2023
Q2 		$274K Buy
2,045
+124
+6% +$16K 0.09% 125
2023
Q1 		$252K Sell
1,921
-179
-9% -$23.9K 0.08% 150
2022
Q4 		$296K Buy
2,100
+1
+0% +$138 0.1% 131
2022
Q3 		$249K Buy
2,099
+3
+0.1% +$394 0.1% 124
2022
Q2 		$296K Buy
2,096
+123
+6% +$16.6K 0.11% 111
2022
Q1 		$257K Buy
1,973
+83
+4% +$10.8K 0.09% 150
2021
Q4 		$253K Sell
1,890
-198
-9% -$24.8K 0.09% 146
2021
Q3 		$277K Buy
2,088
+44
+2% +$5.88K 0.11% 115
2021
Q2 		$286K Buy
2,044
+2
+0.1% +$273 0.15% 82
2021
Q1 		$160K Buy
2,042
+162
+9% +$19.4K 0.09% 156
2020
Q4 		$226K Buy
1,880
+75
+4% +$8.67K 0.14% 94
2020
Q3 		$210K Sell
1,805
-74
-4% -$8.71K 0.15% 85
2020
Q2 		$217K Buy
1,879
+27
+1% +$3.14K 0.17% 72
2020
Q1 		$197K Buy
+1,852
New +$234K 0.2% 57

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Matthew Hamilton Rosenberg's IBM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its IBM (IBM) stake by 12% in Q3 2026, buying an estimated $55.1K and bringing the position to 2,215 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #118.

Matthew Hamilton Rosenberg first reported a position in IBM in Q1 2020 and has held it in 27 quarters since. The position peaked at $558K in Q2 2026. 174 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,215 shares of IBM worth $487K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 232 IBM shares in Q3 2026, an estimated $55.1K.
  • IBM made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #118 holding.
  • Matthew Hamilton Rosenberg first reported a position in IBM in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's IBM position peaked at $558K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.