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Roehl & Yi Investment Advisors’s IBM IBM Stock Holding History

Roehl & Yi Investment 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 		$247K Sell
877
-3
-0.3% -$756 0.08% 164
2026
Q1 		$213K Buy
880
+155
+21% +$41.9K 0.08% 165
2025
Q4 		$215K Buy
725
+1
+0.1% +$299 0.09% 150
2025
Q3 		$204K Sell
724
-1
-0.1% -$262 0.09% 152
2025
Q2 		$214K Buy
+725
New +$187K 0.11% 143

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 $3.38T AUM 44.17% 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

Roehl & Yi Investment Advisors's IBM Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its IBM (IBM) stake by 0.34% in Q2 2026, selling an estimated $756 and leaving 877 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #164.

Roehl & Yi Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Roehl & Yi Investment Advisors held 877 shares of IBM worth $247K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Roehl & Yi Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.