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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
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 $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

ROI Financial Advisors's IBM Position: Q1 2026 in Review

ROI Financial Advisors increased its IBM (IBM) stake by 3.5% in Q1 2026, buying an estimated $112K and bringing the position to 12,225 shares worth $2.96M. The position accounts for 1.77% of the portfolio, ranked #19.

ROI Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • ROI Financial Advisors held 12,225 shares of IBM worth $2.96M as of Q1 2026.
  • ROI Financial Advisors bought 413 IBM shares in Q1 2026, an estimated $112K.
  • IBM made up 1.77% of ROI Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • ROI Financial Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's IBM position peaked at $3.5M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.