Roth Financial Partners’s IBM IBM Stock Holding History

Roth Financial Partners’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	$619K	Sell	2,200 -1,000	-31%	-$252K	0.18%	21
2026 Q1	$776K	Hold	3,200	–	–	0.26%	19
2025 Q4	$948K	Hold	3,200	–	–	0.31%	18
2025 Q3	$903K	Hold	3,200	–	–	0.3%	17
2025 Q2	$943K	Hold	3,200	–	–	0.34%	17
2025 Q1	$796K	Hold	3,200	–	–	0.31%	18
2024 Q4	$703K	Hold	3,200	–	–	0.28%	17
2024 Q3	$707K	Sell	3,200 -30	-0.9%	-$5.88K	0.28%	17
2024 Q2	$559K	Buy	3,230 +30	+0.9%	+$5.21K	0.24%	19
2024 Q1	$611K	Sell	3,200 -2,234	-41%	-$408K	0.27%	17
2023 Q4	$889K	Buy	5,434 +1,683	+45%	+$254K	0.46%	15
2023 Q3	$526K	Sell	3,751 -101	-3%	-$14.4K	0.33%	16
2023 Q2	$515K	Hold	3,852	–	–	0.32%	14
2023 Q1	$505K	Hold	3,852	–	–	0.34%	16
2022 Q4	$543K	Hold	3,852	–	–	0.39%	14
2022 Q3	$458K	Hold	3,852	–	–	0.37%	15
2022 Q2	$544K	Hold	3,852	–	–	0.43%	16
2022 Q1	$501K	Hold	3,852	–	–	0.36%	15
2021 Q4	$515K	Sell	3,852 -177	-4%	-$22.2K	0.37%	14
2021 Q3	$535K	Hold	4,029	–	–	0.42%	13
2021 Q2	$565K	Hold	4,029	–	–	0.44%	13
2021 Q1	$513K	Hold	4,029	–	–	0.42%	13
2020 Q4	$485K	Buy	+4,029	New	+$466K	0.48%	12

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Roth Financial Partners's IBM Position: Q2 2026 in Review

Roth Financial Partners reduced its IBM (IBM) stake by 31% in Q2 2026, selling an estimated $252K and leaving 2,200 shares worth $619K. The position accounts for 0.18% of the portfolio, ranked #21.

Roth Financial Partners first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $948K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Roth Financial Partners held 2,200 shares of IBM worth $619K as of Q2 2026.
Roth Financial Partners sold 1,000 IBM shares in Q2 2026, an estimated $252K.
IBM made up 0.18% of Roth Financial Partners's portfolio in Q2 2026, its #21 holding.
Roth Financial Partners first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
Roth Financial Partners's IBM position peaked at $948K in Q4 2025.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.