Rothschild Wealth LLC
Position in IBM — International Business Machines Corp
CIK 1811345
OAK BROOK, IL
Position in IBM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$582,705
-$98,578 QoQ
Shares Held
2,404
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Rothschild Wealth LLC holds $1,913,804 across 6 Information Technology Services names. IBM ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,404 | $582,705 | |
| 2 | G |
Genpact LTD
|
8,788 | $327,353 | |
| 3 | ACN |
Accenture plc
|
1,538 | $304,970 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,787 | $290,351 | |
| 5 | IT |
Gartner Inc
|
1,711 | $270,919 | |
| 6 | III |
Information Services Group Inc.
|
35,809 | $137,506 |
All Filings in IBM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||