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 Q1	–	Sell	-9	Closed	-$837	–	316
2025 Q4	$837	Sell	9 -1	-10%	-$299	﹤0.01%	280
2025 Q3	$2.3K	Sell	10 -990	-99%	-$259K	﹤0.01%	259
2025 Q2	$295K	Hold	1,000	–	–	0.03%	256
2025 Q1	$243K	Buy	1,000 +400	+67%	+$97.8K	0.03%	271
2024 Q4	$132K	Sell	600 -1,800	-75%	-$401K	0.01%	266
2024 Q3	$531K	Buy	+2,400	New	+$471K	0.03%	248
2024 Q2	–	Sell	-1,400	Closed	-$267K	–	310
2024 Q1	$267K	Buy	+1,400	New	+$255K	0.03%	273
2023 Q1	–	Sell	-1,700	Closed	-$240K	–	274
2022 Q4	$240K	Buy	+1,700	New	+$234K	0.04%	231
2022 Q3	–	Sell	-1,800	Closed	-$254K	–	221
2022 Q2	$254K	Hold	1,800	–	–	0.04%	183
2022 Q1	$234K	Buy	+1,800	New	+$235K	0.03%	188

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 984 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.
984 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.