Roman Butler Fullerton & Co’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Sell |
4,343
-90
| -2% | -$22.7K | 0.3% | 85 |
|
|
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
Roman Butler Fullerton & Co's IBM Position: Q2 2026 in Review
Roman Butler Fullerton & Co reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $22.7K and leaving 4,343 shares worth $1.26M. The position accounts for 0.3% of the portfolio, ranked #85.
Roman Butler Fullerton & Co first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.34M in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Roman Butler Fullerton & Co held 4,343 shares of IBM worth $1.26M as of Q2 2026.
- Roman Butler Fullerton & Co sold 90 IBM shares in Q2 2026, an estimated $22.7K.
- IBM made up 0.3% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #85 holding.
- Roman Butler Fullerton & Co first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Roman Butler Fullerton & Co's IBM position peaked at $1.34M in Q3 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.