Rothschild Wealth LLC
Position in IBM — International Business Machines Corp
CIK 1811345
OAK BROOK, IL
Position in IBM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,075,065
+$492,360 QoQ
Shares Held
3,823
+59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,836
of 3,616 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Rothschild Wealth LLC holds $2,452,824 across 4 Information Technology Services names. IBM ranks #1 (43.8% of the industry book) .
All Filings in IBM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,065 | 3,823 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $582,705 | 2,404 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $681,283 | 2,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $531,307 | 1,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $622,280 | 2,111 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $520,196 | 2,092 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,099 | 1,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $389,985 | 1,764 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,198 | 1,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $211,010 | 1,105 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||