RF
IBM icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Roxbury Financial's IBM Position: Q2 2026 in Review

Roxbury Financial reduced its IBM (IBM) stake by 1.4% in Q2 2026, selling an estimated $29.5K and leaving 8,087 shares worth $2.27M. The position accounts for 1.8% of the portfolio, ranked #14.

Roxbury Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Roxbury Financial held 8,087 shares of IBM worth $2.27M as of Q2 2026.
  • Roxbury Financial sold 117 IBM shares in Q2 2026, an estimated $29.5K.
  • IBM made up 1.8% of Roxbury Financial's portfolio in Q2 2026, its #14 holding.
  • Roxbury Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's IBM position peaked at $2.43M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.