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Rogco LP’s IBM IBM Stock Holding History

Rogco LP’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 		$1.26M Buy
4,463
+33
+0.7% +$8.31K 0.38% 36
2026
Q1 		$1.07M Buy
4,430
+51
+1% +$13.8K 0.36% 42
2025
Q4 		$1.3M Buy
4,379
+275
+7% +$82.4K 0.43% 32
2025
Q3 		$1.16M Buy
4,104
+3,959
+2,730% +$1.04M 0.41% 37
2025
Q2 		$42.7K Hold
145
– – 0.02% 129
2025
Q1 		$36.1K Hold
145
– – 0.01% 135
2024
Q4 		$31.9K Hold
145
– – 0.01% 136
2024
Q3 		$32.1K Hold
145
– – 0.01% 138
2024
Q2 		$25.1K Hold
145
– – 0.01% 146
2024
Q1 		$27.7K Sell
145
-50
-26% -$9.12K 0.01% 149
2023
Q4 		$31.9K Hold
195
– – 0.01% 153
2023
Q3 		$27.4K Buy
+195
New +$27.7K 0.01% 157

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 $3.37T AUM 44.26% 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

Rogco LP's IBM Position: Q2 2026 in Review

Rogco LP increased its IBM (IBM) stake by 0.74% in Q2 2026, buying an estimated $8.31K and bringing the position to 4,463 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #36.

Rogco LP first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rogco LP held 4,463 shares of IBM worth $1.26M as of Q2 2026.
  • Rogco LP bought 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 0.38% of Rogco LP's portfolio in Q2 2026, its #36 holding.
  • Rogco LP first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Rogco LP's IBM position peaked at $1.3M in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.