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Roffman Miller Associates’s IBM IBM Stock Holding History

Roffman Miller Associates’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 		$2.98M Buy
10,580
+1,680
+19% +$423K 0.16% 62
2026
Q1 		$2.16M Buy
8,900
+1,186
+15% +$321K 0.12% 64
2025
Q4 		$2.29M Buy
7,714
+721
+10% +$216K 0.12% 64
2025
Q3 		$1.97M Buy
6,993
+46
+0.7% +$12K 0.11% 65
2025
Q2 		$2.05M Buy
6,947
+62
+0.9% +$16K 0.12% 60
2025
Q1 		$1.71M Sell
6,885
-304
-4% -$74.4K 0.11% 62
2024
Q4 		$1.58M Sell
7,189
-425
-6% -$94.7K 0.1% 63
2024
Q3 		$1.68M Buy
7,614
+1,222
+19% +$240K 0.1% 63
2024
Q2 		$1.11M Buy
6,392
+613
+11% +$107K 0.07% 64
2024
Q1 		$1.1M Sell
5,779
-317
-5% -$57.8K 0.07% 64
2023
Q4 		$997K Sell
6,096
-14
-0.2% -$2.12K 0.07% 64
2023
Q3 		$857K Buy
6,110
+770
+14% +$110K 0.07% 67
2023
Q2 		$715K Sell
5,340
-49
-0.9% -$6.32K 0.05% 64
2023
Q1 		$706K Sell
5,389
-570
-10% -$76.3K 0.06% 66
2022
Q4 		$840K Sell
5,959
-24
-0.4% -$3.31K 0.07% 65
2022
Q3 		$711K Buy
5,983
+56
+0.9% +$7.35K 0.06% 65
2022
Q2 		$837K Sell
5,927
-389
-6% -$52.5K 0.07% 64
2022
Q1 		$821K Sell
6,316
-280
-4% -$36.5K 0.06% 66
2021
Q4 		$882K Sell
6,596
-505
-7% -$63.3K 0.06% 66
2021
Q3 		$943K Sell
7,101
-481
-6% -$64.3K 0.07% 64
2021
Q2 		$1.06M Sell
7,582
-662
-8% -$90.5K 0.08% 62
2021
Q1 		$1.05M Buy
8,244
+384
+5% +$46K 0.09% 60
2020
Q4 		$946K Sell
7,860
-2,421
-24% -$280K 0.08% 61
2020
Q3 		$1.2M Sell
10,281
-1,003
-9% -$118K 0.12% 59
2020
Q2 		$1.3M Buy
11,284
+5,237
+87% +$608K 0.13% 64
2020
Q1 		$641K Buy
6,047
+53
+0.9% +$6.7K 0.08% 65
2019
Q4 		$768K Sell
5,994
-42
-0.7% -$5.46K 0.08% 65
2019
Q3 		$839K Buy
6,036
+113
+2% +$15.2K 0.09% 63
2019
Q2 		$781K Sell
5,923
-772
-12% -$101K 0.08% 58
2019
Q1 		$896K Buy
6,695
+69
+1% +$8.79K 0.1% 56
2018
Q4 		$720K Sell
6,626
-15,884
-71% -$1.91M 0.09% 60
2018
Q3 		$3.25M Sell
22,510
-9,372
-29% -$1.31M 0.36% 43
2018
Q2 		$4.26M Sell
31,882
-8,784
-22% -$1.23M 0.52% 42
2018
Q1 		$5.96M Sell
40,666
-2,405
-6% -$364K 0.76% 38
2017
Q4 		$6.32M Sell
43,071
-12,537
-23% -$1.82M 0.78% 39
2017
Q3 		$7.71M Sell
55,608
-48,577
-47% -$6.77M 1.02% 38
2017
Q2 		$15.3M Buy
104,185
+5,011
+5% +$755K 2.1% 25
2017
Q1 		$16.5M Buy
99,174
+3,349
+3% +$562K 2.34% 22
2016
Q4 		$15.2M Buy
95,825
+1,391
+1% +$212K 2.29% 24
2016
Q3 		$14.3M Buy
94,434
+698
+0.7% +$106K 2.32% 21
2016
Q2 		$13.6M Buy
93,736
+6,362
+7% +$911K 2.23% 23
2016
Q1 		$12.7M Buy
87,374
+3,350
+4% +$428K 2.17% 25
2015
Q4 		$11.1M Buy
84,024
+5,800
+7% +$779K 2.02% 26
2015
Q3 		$10.8M Buy
78,224
+3,835
+5% +$566K 2.13% 24
2015
Q2 		$11.6M Buy
74,389
+757
+1% +$122K 2.2% 19
2015
Q1 		$11.3M Buy
73,632
+1,024
+1% +$155K 2.16% 21
2014
Q4 		$11.1M Buy
72,608
+1,592
+2% +$253K 2.17% 20
2014
Q3 		$12.9M Buy
71,016
+1,126
+2% +$205K 2.64% 13
2014
Q2 		$12.1M Buy
69,890
+1,646
+2% +$296K 2.55% 13
2014
Q1 		$12.6M Buy
68,244
+1,062
+2% +$187K 2.79% 11
2013
Q4 		$12M Buy
67,182
+2,254
+3% +$389K 2.77% 9
2013
Q3 		$11.5M Buy
64,928
+3,122
+5% +$567K 2.9% 4
2013
Q2 		$11.3M Buy
+61,806
New +$12M 3.01% 3

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Roffman Miller Associates's IBM Position: Q2 2026 in Review

Roffman Miller Associates increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $423K and bringing the position to 10,580 shares worth $2.98M. The position accounts for 0.16% of the portfolio, ranked #62.

Roffman Miller Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.5M in Q1 2017. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Roffman Miller Associates held 10,580 shares of IBM worth $2.98M as of Q2 2026.
  • Roffman Miller Associates bought 1,680 IBM shares in Q2 2026, an estimated $423K.
  • IBM made up 0.16% of Roffman Miller Associates's portfolio in Q2 2026, its #62 holding.
  • Roffman Miller Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's IBM position peaked at $16.5M in Q1 2017.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.