Roble Belko & Company’s IBM IBM Stock Holding History

Roble Belko & Company’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	$2.57M	Sell	10,590 -334	-3%	-$90.4K	0.33%	37
2025 Q4	$3.24M	Buy	10,924 +1,553	+17%	+$465K	0.42%	32
2025 Q3	$2.64M	Sell	9,371 -610	-6%	-$160K	0.36%	33
2025 Q2	$2.94M	Sell	9,981 -312	-3%	-$80.4K	0.43%	33
2025 Q1	$2.56M	Buy	10,293 +334	+3%	+$81.7K	0.41%	35
2024 Q4	$2.19M	Buy	9,959 +25	+0.3%	+$5.57K	0.35%	35
2024 Q3	$2.2M	Sell	9,934 -1,025	-9%	-$201K	0.35%	37
2024 Q2	$1.9M	Hold	10,959	–	–	0.32%	39
2024 Q1	$2.09M	Buy	10,959 +10,705	+4,215%	+$1.95M	0.36%	36
2023 Q4	$42K	Hold	254	–	–	0.01%	170
2023 Q3	$36K	Hold	254	–	–	0.01%	156
2023 Q2	$34K	Sell	254 -348	-58%	-$44.9K	0.01%	159
2023 Q1	$79K	Sell	602 -1,106	-65%	-$148K	0.02%	132
2022 Q4	$241K	Sell	1,708 -59	-3%	-$8.14K	0.05%	86
2022 Q3	$210K	Sell	1,767 -157	-8%	-$20.6K	0.05%	89
2022 Q2	$272K	Sell	1,924 -184	-9%	-$24.8K	0.06%	77
2022 Q1	$274K	Sell	2,108 -4,116	-66%	-$537K	0.05%	80
2021 Q4	$832K	Sell	6,224 -2,516	-29%	-$316K	0.16%	48
2021 Q3	$1.16M	Sell	8,740 -2,245	-20%	-$300K	0.24%	40
2021 Q2	$1.54M	Sell	10,985 -38	-0.3%	-$5.2K	0.35%	38
2021 Q1	$1.4M	Buy	11,023 +132	+1%	+$15.8K	0.34%	39
2020 Q4	$1.31M	Buy	10,891 +90	+0.8%	+$10.4K	0.34%	38
2020 Q3	$1.26M	Sell	10,801 -900	-8%	-$106K	0.37%	37
2020 Q2	$1.35M	Sell	11,701 -1,011	-8%	-$117K	0.41%	37
2020 Q1	$1.35M	Buy	12,712 +10,425	+456%	+$1.32M	0.44%	36
2019 Q4	$293K	Hold	2,287	–	–	0.08%	72
2019 Q3	$318K	Buy	2,287 +1,315	+135%	+$177K	0.09%	63
2019 Q2	$128K	Hold	972	–	–	0.04%	108
2019 Q1	$131K	Buy	972 +464	+91%	+$59.1K	0.04%	86
2018 Q4	$55K	Hold	508	–	–	0.02%	110
2018 Q3	$73K	Hold	508	–	–	0.03%	90
2018 Q2	$68K	Hold	508	–	–	0.03%	96
2018 Q1	$75K	Hold	508	–	–	0.03%	99
2017 Q4	$75K	Hold	508	–	–	0.03%	93
2017 Q3	$71K	Hold	508	–	–	0.03%	86
2017 Q2	$75K	Sell	508 -197	-28%	-$29.7K	0.04%	85
2017 Q1	$117K	Hold	705	–	–	0.06%	63
2016 Q4	$112K	Hold	705	–	–	0.06%	68
2016 Q3	$107K	Hold	705	–	–	0.06%	70
2016 Q2	$102K	Buy	705 +20	+3%	+$2.86K	0.06%	77
2016 Q1	$99K	Buy	685 +144	+27%	+$18.4K	0.06%	65
2015 Q4	$71K	Buy	541 +53	+11%	+$7.12K	0.04%	75
2015 Q3	$68K	Sell	488 -107	-18%	-$15.8K	0.04%	75
2015 Q2	$92K	Buy	595 +107	+22%	+$17.2K	0.05%	73
2015 Q1	$75K	Buy	+488	New	+$74K	0.04%	75

Other funds holding IBM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Roble Belko & Company's IBM Position: Q1 2026 in Review

Roble Belko & Company reduced its IBM (IBM) stake by 3.1% in Q1 2026, selling an estimated $90.4K and leaving 10,590 shares worth $2.57M. The position accounts for 0.33% of the portfolio, ranked #37.

Roble Belko & Company first reported a position in IBM in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.24M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Roble Belko & Company held 10,590 shares of IBM worth $2.57M as of Q1 2026.
Roble Belko & Company sold 334 IBM shares in Q1 2026, an estimated $90.4K.
IBM made up 0.33% of Roble Belko & Company's portfolio in Q1 2026, its #37 holding.
Roble Belko & Company first reported a position in IBM in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's IBM position peaked at $3.24M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.