ROTHSCHILD INVESTMENT LLC

Position in IBM — International Business Machines Corp

CIK 85338 CHICAGO, IL

Position in IBM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$6,221,666

+$1,553 QoQ

Shares Held

25,668

+22.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $12,562,176 across 41 Information Technology Services names. IBM ranks #1 (49.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	25,668	$6,221,666
2	EXLS	ExlService Holdings, Inc.	95,642	$2,912,298
3	IT	Gartner Inc	4,749	$751,956
4	G	Genpact LTD	10,190	$379,577
5	BR	Broadridge Financial Solutions, Inc.	1,925	$312,774
6	CTSH	Cognizant Technology Solutions Corp	4,103	$251,719
7	SAIC	Science Applications International Corp	2,631	$249,734
8	ACN	Accenture plc	1,147	$227,438

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,221,666	25,668	+22.2%	Shares	Sole	2026-05-07
2025-12-31	$6,220,113	20,999	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$5,987,717	21,221	-2.9%	Shares	Sole	2025-11-07
2025-06-30	$6,440,648	21,849	+0.7%	Shares	Sole	2025-08-11
2025-03-31	$5,393,186	21,689	+0.1%	Shares	Sole	2025-04-08
2024-12-31	$4,761,957	21,662	+1.1%	Shares	Sole	2025-02-04
2024-09-30	$4,735,754	21,421	-0.4%	Shares	Sole	2024-10-18
2024-06-30	$3,719,808	21,508	+13.4%	Shares	Sole	2024-07-31
2024-03-31	$3,620,792	18,961	+1.7%	Shares	Sole	2024-07-31
2023-12-31	$3,047,917	18,636	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.