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Rothwell Investment Advisors, LLC’s IBM IBM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.5K Buy
+216
New +$51.3K 0.03% 438

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IBM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in IBM (IBM) in Q3 2026: 216 shares worth $47.5K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings.

2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 216 shares of IBM worth $47.5K as of Q3 2026.
  • IBM was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • IBM made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #438 holding.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.