IBM INTL BUSINESS MACHINES

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported INTL BUSINESS MACHINES (IBM) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows IBM at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROWLANDMILLER & PARTNERS.ADV's position in INTL BUSINESS MACHINES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBM was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROWLANDMILLER & PARTNERS.ADV held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,942 +3,180 +115.1% 0.29% $1K 2026-05-15 (Est.) $246.74
2025 Q4 REDUCED 2,762 -30 -1.1% 0.16% $818K 2026-02-12 $259.52
2025 Q3 REDUCED 2,792 -151 -5.1% 0.15% $788K 2025-10-01 $283.30
2025 Q2 REDUCED 2,943 -140 -4.5% 0.18% $868K 2025-07-01 $286.03
2025 Q1 ADDED 3,083 +690 +28.8% 0.16% $767K 2025-04-15 $234.86
2024 Q4 UNCHANGED 2,393 0% 0.11% $526K 2025-02-04 $256.34
2024 Q3 ADDED 2,393 +40 +1.7% 0.11% $529K 2024-10-23 $223.84
2024 Q2 ADDED 2,353 +60 +2.6% 0.09% $407K 2024-07-29 $182.57
2024 Q1 REDUCED 2,293 -52 -2.2% 0.09% $438K 2024-04-08 $179.19
2023 Q4 UNCHANGED 2,345 0% 0.09% $384K 2024-01-03 $149.77
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROWLANDMILLER & PARTNERS.ADV reported owning IBM?

ROWLANDMILLER & PARTNERS.ADV reported IBM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBM position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for IBM was 0.29% in 2026 Q1.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 5,942 shares, equal to 0.29% of portfolio, with an estimated market value of $1K.

What does the chart on this IBM ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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