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Royal Fund Management’s IBM IBM Stock Holding History

Royal Fund Management’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 		$12.5M Buy
44,510
+1,116
+3% +$281K 1.04% 21
2026
Q1 		$10.5M Buy
43,394
+5,536
+15% +$1.5M 1% 23
2025
Q4 		$11.2M Buy
37,858
+8,279
+28% +$2.48M 1.02% 24
2025
Q3 		$8.36M Buy
29,579
+1,974
+7% +$517K 1% 24
2025
Q2 		$8.14M Sell
27,605
-1,338
-5% -$345K 0.81% 31
2025
Q1 		$7.3M Buy
28,943
+841
+3% +$206K 0.81% 29
2024
Q4 		$6.27M Sell
28,102
-32,010
-53% -$7.13M 0.59% 49
2024
Q3 		$13.5M Buy
60,112
+24,060
+67% +$4.72M 0.8% 28
2024
Q2 		$6.31M Buy
36,052
+521
+1% +$90.5K 0.51% 36
2024
Q1 		$6.79M Buy
35,531
+1,558
+5% +$284K 0.67% 33
2023
Q4 		$5.56M Buy
33,973
+658
+2% +$99.4K 0.62% 42
2023
Q3 		$4.67M Sell
33,315
-3,307
-9% -$471K 0.63% 45
2023
Q2 		$4.9M Buy
36,622
+286
+0.8% +$36.9K 0.61% 53
2023
Q1 		$4.76M Buy
36,336
+2,853
+9% +$382K 0.68% 55
2022
Q4 		$4.72M Sell
33,483
-1,650
-5% -$228K 0.75% 46
2022
Q3 		$4.17M Sell
35,133
-3,150
-8% -$413K 0.76% 52
2022
Q2 		$5.41M Buy
38,283
+2,460
+7% +$332K 0.9% 37
2022
Q1 		$4.66M Buy
35,823
+839
+2% +$109K 0.67% 52
2021
Q4 		$4.68M Sell
34,984
-2,405
-6% -$302K 0.67% 53
2021
Q3 		$4.97M Buy
37,389
+959
+3% +$128K 0.72% 46
2021
Q2 		$5.11M Buy
36,430
+5,902
+19% +$807K 0.85% 42
2021
Q1 		$3.89M Sell
30,528
-84
-0.3% -$10.1K 0.71% 59
2020
Q4 		$3.68M Sell
30,612
-4,836
-14% -$559K 0.78% 54
2020
Q3 		$4.12M Buy
35,448
+1,275
+4% +$150K 1.05% 33
2020
Q2 		$3.94M Buy
34,173
+4,817
+16% +$559K 1.39% 19
2020
Q1 		$3.11M Sell
29,356
-17,865
-38% -$2.26M 1.27% 26
2019
Q4 		$6.05M Buy
47,221
+5,316
+13% +$691K 1.54% 22
2019
Q3 		$5.83M Buy
41,905
+2,740
+7% +$370K 1.62% 20
2019
Q2 		$5.16M Buy
39,165
+3,210
+9% +$422K 1.53% 25
2019
Q1 		$4.85M Buy
35,955
+2,712
+8% +$346K 1.55% 25
2018
Q4 		$3.61M Sell
33,243
-25,921
-44% -$3.11M 1.46% 27
2018
Q3 		$8.55M Buy
59,164
+29
+0% +$4.05K 2.66% 5
2018
Q2 		$7.9M Buy
59,135
+893
+2% +$125K 2.61% 8
2018
Q1 		$8.54M Buy
58,242
+5,620
+11% +$850K 3.12% 4
2017
Q4 		$7.72M Buy
52,622
+51,372
+4,110% +$7.47M 2.77% 8
2017
Q3 		$173K Sell
1,250
-146
-10% -$20.3K 0.07% 94
2017
Q2 		$205K Buy
1,396
+25
+2% +$3.77K 0.09% 83
2017
Q1 		$228K Hold
1,371
– – 0.11% 74
2016
Q4 		$217K Buy
+1,371
New +$209K 0.12% 70

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Royal Fund Management's IBM Position: Q2 2026 in Review

Royal Fund Management increased its IBM (IBM) stake by 2.6% in Q2 2026, buying an estimated $281K and bringing the position to 44,510 shares worth $12.5M. The position accounts for 1.04% of the portfolio, ranked #21.

Royal Fund Management first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.5M in Q3 2024. 872 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Royal Fund Management held 44,510 shares of IBM worth $12.5M as of Q2 2026.
  • Royal Fund Management bought 1,116 IBM shares in Q2 2026, an estimated $281K.
  • IBM made up 1.04% of Royal Fund Management's portfolio in Q2 2026, its #21 holding.
  • Royal Fund Management first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's IBM position peaked at $13.5M in Q3 2024.
  • 872 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.