Root Financial Partners, LLC
Position in IBM — International Business Machines Corp
CIK 1977181
ENCINITAS, CA
Position in IBM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$703,306
+$57,095 QoQ
Shares Held
2,501
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,189
of 3,554 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $703,306 across 1 Information Technology Services name. IBM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,501 | $703,306 |
All Filings in IBM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,306 | 2,501 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $646,211 | 2,666 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $599,825 | 2,025 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $583,224 | 2,067 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $445,412 | 1,511 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $283,721 | 1,141 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $245,330 | 1,116 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||