RFA
IBM icon

ROI Financial Advisors’s IBM IBM Stock Holding History

ROI Financial 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 		$3.43M Sell
12,209
-16
-0.1% -$4.03K 1.78% 20
2026
Q1 		$2.96M Buy
12,225
+413
+3% +$112K 1.77% 19
2025
Q4 		$3.5M Sell
11,812
-100
-0.8% -$29.9K 2.01% 17
2025
Q3 		$3.36M Buy
11,912
+465
+4% +$122K 2.01% 16
2025
Q2 		$3.37M Buy
11,447
+1,135
+11% +$292K 2.15% 16
2025
Q1 		$2.56M Buy
10,312
+993
+11% +$243K 1.86% 18
2024
Q4 		$2.05M Buy
9,319
+957
+11% +$213K 1.4% 19
2024
Q3 		$1.85M Buy
8,362
+1,553
+23% +$305K 1.28% 21
2024
Q2 		$1.18M Buy
6,809
+546
+9% +$94.9K 0.85% 28
2024
Q1 		$1.2M Buy
6,263
+38
+0.6% +$6.93K 0.94% 28
2023
Q4 		$1.02M Buy
+6,225
New +$941K 0.84% 34

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

ROI Financial Advisors's IBM Position: Q2 2026 in Review

ROI Financial Advisors reduced its IBM (IBM) stake by 0.13% in Q2 2026, selling an estimated $4.03K and leaving 12,209 shares worth $3.43M. The position accounts for 1.78% of the portfolio, ranked #20.

ROI Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ROI Financial Advisors held 12,209 shares of IBM worth $3.43M as of Q2 2026.
  • ROI Financial Advisors sold 16 IBM shares in Q2 2026, an estimated $4.03K.
  • IBM made up 1.78% of ROI Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • ROI Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's IBM position peaked at $3.5M in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.