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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
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 $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

Roehl & Yi Investment Advisors's IBM Position: Q1 2026 in Review

Roehl & Yi Investment Advisors increased its IBM (IBM) stake by 21% in Q1 2026, buying an estimated $41.9K and bringing the position to 880 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #165.

Roehl & Yi Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $215K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Roehl & Yi Investment Advisors held 880 shares of IBM worth $213K as of Q1 2026.
  • Roehl & Yi Investment Advisors bought 155 IBM shares in Q1 2026, an estimated $41.9K.
  • IBM made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Roehl & Yi Investment Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Roehl & Yi Investment Advisors's IBM position peaked at $215K in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.