ROTHSCHILD INVESTMENT LLC

Position in IBM — International Business Machines Corp

CIK 85338 CHICAGO, IL

Position in IBM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,607,820

+$3,386,154 QoQ

Shares Held

34,166

+33.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#595

of 3,634 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $21,041,862 across 42 Information Technology Services names. IBM ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	34,166	$9,607,820
2	EXLS	ExlService Holdings, Inc.	120,972	$3,128,335
3	IT	Gartner Inc	12,913	$1,673,783
4	ACN	Accenture plc	12,403	$1,543,429
5	FIS	Fidelity National Information Services, Inc.	29,461	$1,145,443
6	CDW	CDW Corp	7,613	$1,070,692
7	BR	Broadridge Financial Solutions, Inc.	5,095	$697,760
8	KD	Kyndryl Holdings, Inc.	46,394	$524,716

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,607,820	34,166	+33.1%	Shares	Sole	2026-08-06
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.