Roxbury Financial’s IBM IBM Stock Holding History

Roxbury 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 Q3	$1.76M	Sell	7,998 -89	-1%	-$21.1K	1.35%	19
2026 Q2	$2.27M	Sell	8,087 -117	-1%	-$29.5K	1.8%	14
2026 Q1	$1.99M	Buy	8,204 +9	+0.1%	+$2.44K	1.79%	15
2025 Q4	$2.43M	Buy	8,195 +10	+0.1%	+$3K	2.18%	12
2025 Q3	$2.31M	Sell	8,185 -64	-0.8%	-$16.8K	2.13%	12
2025 Q2	$2.43M	Sell	8,249 -897	-10%	-$231K	2.37%	10
2025 Q1	$2.31M	Sell	9,146 -178	-2%	-$43.5K	2.26%	11
2024 Q4	$2.12M	Buy	+9,324	New	+$2.08M	2.04%	11

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Roxbury Financial's IBM Position: Q3 2026 in Review

Roxbury Financial reduced its IBM (IBM) stake by 1.1% in Q3 2026, selling an estimated $21.1K and leaving 7,998 shares worth $1.76M. The position accounts for 1.35% of the portfolio, ranked #19.

Roxbury Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Roxbury Financial held 7,998 shares of IBM worth $1.76M as of Q3 2026.
Roxbury Financial sold 89 IBM shares in Q3 2026, an estimated $21.1K.
IBM made up 1.35% of Roxbury Financial's portfolio in Q3 2026, its #19 holding.
Roxbury Financial first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's IBM position peaked at $2.43M in Q2 2025.
1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.