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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
Q3 		$478K Sell
2,175
-25
-1% -$5.94K 0.14% 25
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Roth Financial Partners's IBM Position: Q3 2026 in Review

Roth Financial Partners reduced its IBM (IBM) stake by 1.1% in Q3 2026, selling an estimated $5.94K and leaving 2,175 shares worth $478K. The position accounts for 0.14% of the portfolio, ranked #25.

Roth Financial Partners first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $948K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Roth Financial Partners held 2,175 shares of IBM worth $478K as of Q3 2026.
  • Roth Financial Partners sold 25 IBM shares in Q3 2026, an estimated $5.94K.
  • IBM made up 0.14% of Roth Financial Partners's portfolio in Q3 2026, its #25 holding.
  • Roth Financial Partners first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Roth Financial Partners's IBM position peaked at $948K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.