IBM INTERNATIONAL BUS MACH CORP COM

Ownership history in Royal Fund Management, LLC  ·  34 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported INTERNATIONAL BUS MACH CORP COM (IBM) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.02% in 2025 Q4. The latest visible filing shows IBM at 0.00% 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 Royal Fund Management, LLC's position in INTERNATIONAL BUS MACH CORP COM, 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
2025 Q4

IBM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q4

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 2025 Q4

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 Royal Fund Management, LLC held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 16 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9 -37,849 -100.0% 0.00% $837 2026-02-14 (Est.) $262.38
2025 Q4 ADDED 37,858 +37,848 +378480.0% 1.02% $11.2M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 10 -29,569 -100.0% 0.00% $2K 2025-10-29 $304.78
2025 Q3 ADDED 29,579 +1,974 +7.2% 1.00% $8.4M 2025-10-29 $304.78
2025 Q2 ADDED 27,605 +26,605 +2660.5% 0.81% $8.1M 2025-08-13 $237.40
2025 Q2 UNCHANGED 1,000 0% 0.03% $295K 2025-08-13 $237.40
2025 Q1 REDUCED 1,000 -27,943 -96.5% 0.03% $243K 2025-05-14 $253.24
2025 Q1 ADDED 28,943 +28,343 +4723.8% 0.81% $7.3M 2025-05-14 $253.24
2024 Q4 REDUCED 600 -27,502 -97.9% 0.01% $132K 2025-01-16 $215.82
2024 Q4 REDUCED 28,102 -32,010 -53.3% 0.59% $6.3M 2025-01-16 $215.82
2024 Q3 ADDED 60,112 +57,712 +2404.7% 0.80% $13.5M 2024-10-08 $219.87
2024 Q3 REDUCED 2,400 -33,652 -93.3% 0.03% $531K 2024-10-08 $219.87
2024 Q2 ADDED 36,052 +34,652 +2475.1% 0.51% $6.3M 2024-07-18 $176.58
2024 Q1 REDUCED 1,400 -34,131 -96.1% 0.03% $267K 2024-04-11 $175.49
2024 Q1 ADDED 35,531 +1,558 +4.6% 0.67% $6.8M 2024-04-11 $175.49
2023 Q4 ADDED 33,973 +658 +2.0% 0.62% $5.6M 2024-02-06 $171.57
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Royal Fund Management, LLC and IBM

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

How long has Royal Fund Management, LLC reported owning IBM?

Royal Fund Management, LLC reported IBM across 16 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for IBM was 1.02% in 2025 Q4.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when Royal Fund Management, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $837.

What does the chart on this IBM ownership page compare?

The chart compares Royal Fund Management, LLC'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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