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Rossby Financial’s IBM IBM Stock Holding History

Rossby Financial’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 		$1.26M Buy
4,501
+2,394
+114% +$603K 0.23% 79
2026
Q1 		$512K Buy
2,107
+1,110
+111% +$300K 0.1% 180
2025
Q4 		$295K Sell
997
-1,104
-53% -$331K 0.09% 195
2025
Q3 		$602K Buy
2,101
+106
+5% +$27.7K 0.2% 97
2025
Q2 		$588K Sell
1,995
-124
-6% -$31.9K 0.22% 90
2025
Q1 		$492K Buy
2,119
+1,000
+89% +$245K 0.21% 97
2024
Q4 		$246K Buy
+1,119
New +$249K 0.15% 155

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 $3.38T AUM 44.17% 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

Rossby Financial's IBM Position: Q2 2026 in Review

Rossby Financial increased its IBM (IBM) stake by 114% in Q2 2026, buying an estimated $603K and bringing the position to 4,501 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #79.

Rossby Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rossby Financial held 4,501 shares of IBM worth $1.26M as of Q2 2026.
  • Rossby Financial bought 2,394 IBM shares in Q2 2026, an estimated $603K.
  • IBM made up 0.23% of Rossby Financial's portfolio in Q2 2026, its #79 holding.
  • Rossby Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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