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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roberts Wealth Advisors's IBM Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in IBM (IBM) in Q1 2026: 1,267 shares worth $307K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings. This is a return to the name: Roberts Wealth Advisors previously reported a position in IBM as recently as Q4 2024.

Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 3 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Roberts Wealth Advisors held 1,267 shares of IBM worth $307K as of Q1 2026.
  • IBM was a new Roberts Wealth Advisors position in Q1 2026.
  • IBM made up 0.08% of Roberts Wealth Advisors's portfolio in Q1 2026, its #99 holding.
  • Roberts Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 3 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.