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Roman Butler Fullerton & Co’s IBM IBM Stock Holding History

Roman Butler Fullerton & Co’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 		$1.07M Buy
4,433
+61
+1% +$16.5K 0.29% 88
2025
Q4 		$1.29M Buy
4,372
+9
+0.2% +$2.69K 0.34% 73
2025
Q3 		$1.34M Buy
4,363
+58
+1% +$15.2K 0.36% 67
2025
Q2 		$1.12M Sell
4,305
-35
-0.8% -$9.02K 0.33% 81
2025
Q1 		$1.04M Buy
4,340
+20
+0.5% +$4.89K 0.41% 58
2024
Q4 		$968K Sell
4,320
-911
-17% -$203K 0.31% 82
2024
Q3 		$1.22M Buy
5,231
+3
+0.1% +$588 0.37% 72
2024
Q2 		$930K Buy
5,228
+22
+0.4% +$3.82K 0.3% 80
2024
Q1 		$947K Sell
5,206
-105
-2% -$19.2K 0.36% 74
2023
Q4 		$995K Buy
5,311
+90
+2% +$13.6K 0.39% 69
2023
Q3 		$723K Sell
5,221
-41
-0.8% -$5.83K 0.34% 79
2023
Q2 		$713K Sell
5,262
-2,504
-32% -$323K 0.33% 84
2023
Q1 		$978K Buy
7,766
+2,125
+38% +$284K 0.49% 65
2022
Q4 		$819K Buy
5,641
+735
+15% +$101K 0.42% 74
2022
Q3 		$578K Buy
4,906
+26
+0.5% +$3.41K 0.37% 85
2022
Q2 		$683K Buy
4,880
+11
+0.2% +$1.49K 0.38% 77
2022
Q1 		$633K Sell
4,869
-24
-0.5% -$3.13K 0.29% 96
2021
Q4 		$654K Sell
4,893
-199
-4% -$25K 0.29% 94
2021
Q3 		$693K Buy
5,092
+46
+0.9% +$6.15K 0.32% 87
2021
Q2 		$707K Buy
5,046
+576
+13% +$78.8K 0.34% 89
2021
Q1 		$567K Sell
4,470
-130
-3% -$15.6K 0.28% 105
2020
Q4 		$554K Buy
4,600
+287
+7% +$33.2K 0.33% 90
2020
Q3 		$502K Buy
4,313
+315
+8% +$37.1K 0.33% 93
2020
Q2 		$462K Buy
3,998
+22
+0.6% +$2.56K 0.33% 94
2020
Q1 		$422K Buy
3,976
+85
+2% +$10.7K 0.37% 85
2019
Q4 		$499K Buy
3,891
+777
+25% +$101K 0.33% 97
2019
Q3 		$433K Buy
3,114
+529
+20% +$71.4K 0.3% 104
2019
Q2 		$341K Buy
2,585
+575
+29% +$75.5K 0.23% 130
2019
Q1 		$271K Sell
2,010
-150
-7% -$19.1K 0.19% 151
2018
Q4 		$252K Buy
+2,160
New +$259K 0.21% 137

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

Roman Butler Fullerton & Co's IBM Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $16.5K and bringing the position to 4,433 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #88.

Roman Butler Fullerton & Co first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Roman Butler Fullerton & Co held 4,433 shares of IBM worth $1.07M as of Q1 2026.
  • Roman Butler Fullerton & Co bought 61 IBM shares in Q1 2026, an estimated $16.5K.
  • IBM made up 0.29% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #88 holding.
  • Roman Butler Fullerton & Co first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Roman Butler Fullerton & Co's IBM position peaked at $1.34M in Q3 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.