Roberts Capital Advisors’s IBM IBM Stock Holding History

Roberts Capital Advisors’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 Q4	–	Sell	-2,404	Closed	-$678K	–	27
2025 Q3	$678K	Buy	+2,404	New	+$629K	0.75%	45

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's IBM Position: Q4 2025 in Review

Roberts Capital Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 2,404 shares — an estimated $678K sold.

Roberts Capital Advisors first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $678K in Q3 2025. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Roberts Capital Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,404 IBM shares in Q4 2025, an estimated $678K.
Roberts Capital Advisors first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's IBM position peaked at $678K in Q3 2025.
3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.