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Roberts Wealth Advisors’s IBM IBM Stock Holding History

Roberts Wealth 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
2026
Q2 		$269K Sell
957
-310
-24% -$78.1K 0.06% 105
2026
Q1 		$307K Buy
+1,267
New +$343K 0.08% 99
2025
Q1 		– Sell
-911
Closed -$200K – 102
2024
Q4 		$200K Buy
+911
New +$203K 0.06% 99
2023
Q1 		– Sell
-1,459
Closed -$207K – 85
2022
Q4 		$207K Buy
+1,459
New +$201K 0.1% 82

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roberts Wealth Advisors's IBM Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its IBM (IBM) stake by 24% in Q2 2026, selling an estimated $78.1K and leaving 957 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #105.

Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 4 quarters since. The position peaked at $307K in Q1 2026. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Roberts Wealth Advisors held 957 shares of IBM worth $269K as of Q2 2026.
  • Roberts Wealth Advisors sold 310 IBM shares in Q2 2026, an estimated $78.1K.
  • IBM made up 0.06% of Roberts Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 4 quarters since.
  • Roberts Wealth Advisors's IBM position peaked at $307K in Q1 2026.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.