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Rollins Financial Advisors’s IBM IBM Stock Holding History

Rollins 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 		$277K Buy
+986
New +$248K 0.04% 149

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

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

Rollins Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 986 shares worth $277K. The stake represents 0.04% of the portfolio and ranks #149 among its holdings.

3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rollins Financial Advisors held 986 shares of IBM worth $277K as of Q2 2026.
  • IBM was a new Rollins Financial Advisors position in Q2 2026.
  • IBM made up 0.04% of Rollins Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.