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Romano Brothers & Co’s IBM IBM Stock Holding History

Romano Brothers & 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
Q2 		$9.47M Sell
33,685
-699
-2% -$176K 0.95% 24
2026
Q1 		$8.33M Sell
34,384
-188
-0.5% -$50.9K 0.95% 22
2025
Q4 		$10.2M Sell
34,572
-49
-0.1% -$14.7K 1.16% 17
2025
Q3 		$9.78M Buy
34,621
+648
+2% +$170K 1.12% 18
2025
Q2 		$10M Sell
33,973
-2,004
-6% -$516K 1.24% 15
2025
Q1 		$8.95M Sell
35,977
-119
-0.3% -$29.1K 1.16% 17
2024
Q4 		$7.93M Sell
36,096
-497
-1% -$111K 1% 20
2024
Q3 		$8.09M Buy
36,593
+1,253
+4% +$246K 1.01% 17
2024
Q2 		$6.11M Sell
35,340
-1,736
-5% -$302K 0.85% 30
2024
Q1 		$7.08M Buy
37,076
+5
+0% +$912 0.97% 21
2023
Q4 		$6.06M Sell
37,071
-431
-1% -$65.1K 0.9% 23
2023
Q3 		$5.26M Sell
37,502
-436
-1% -$62K 0.82% 32
2023
Q2 		$5.08M Sell
37,938
-1,214
-3% -$157K 0.76% 35
2023
Q1 		$5.11M Sell
39,152
-984
-2% -$132K 0.79% 33
2022
Q4 		$5.66M Sell
40,136
-600
-1% -$82.8K 0.86% 27
2022
Q3 		$4.84M Buy
+40,736
New +$5.35M 0.78% 39

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Romano Brothers & Co's IBM Position: Q2 2026 in Review

Romano Brothers & Co reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $176K and leaving 33,685 shares worth $9.47M. The position accounts for 0.95% of the portfolio, ranked #24.

Romano Brothers & Co first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Romano Brothers & Co held 33,685 shares of IBM worth $9.47M as of Q2 2026.
  • Romano Brothers & Co sold 699 IBM shares in Q2 2026, an estimated $176K.
  • IBM made up 0.95% of Romano Brothers & Co's portfolio in Q2 2026, its #24 holding.
  • Romano Brothers & Co first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's IBM position peaked at $10.2M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.