Rovin Capital’s IBM IBM Stock Holding History

Rovin Capital’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
2025 Q4	$319K	Buy	1,077 +80	+8%	+$24K	0.08%	165
2025 Q3	$281K	Buy	997 +21	+2%	+$5.5K	0.08%	174
2025 Q2	$288K	Buy	+976	New	+$251K	0.09%	170
2024 Q4	–	Sell	-1,072	Closed	-$237K	–	171
2024 Q3	$237K	Buy	+1,072	New	+$210K	0.09%	158
2024 Q2	–	Sell	-1,064	Closed	-$203K	–	161
2024 Q1	$203K	Buy	+1,064	New	+$194K	0.08%	152

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM