Roberts Wealth Advisors
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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
Q3 		$210K Hold
957
– – 0.05% 105
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Roberts Wealth Advisors's IBM Position: Q3 2026 in Review

Roberts Wealth Advisors held its IBM (IBM) position steady in Q3 2026 at 957 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #105.

Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 5 quarters since. The position peaked at $307K in Q1 2026. 1,346 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Roberts Wealth Advisors held 957 shares of IBM worth $210K as of Q3 2026.
  • Roberts Wealth Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.05% of Roberts Wealth Advisors's portfolio in Q3 2026, its #105 holding.
  • Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 5 quarters since.
  • Roberts Wealth Advisors's IBM position peaked at $307K in Q1 2026.
  • 1,346 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.