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Root Financial Partners’s IBM IBM Stock Holding History

Root Financial Partners’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
Q1 		$646K Buy
2,666
+641
+32% +$173K 0.03% 138
2025
Q4 		$600K Sell
2,025
-42
-2% -$12.6K 0.03% 139
2025
Q3 		$583K Buy
2,067
+556
+37% +$146K 0.04% 130
2025
Q2 		$445K Buy
1,511
+370
+32% +$95.3K 0.04% 139
2025
Q1 		$284K Buy
1,141
+25
+2% +$6.12K 0.03% 163
2024
Q4 		$245K Buy
+1,116
New +$249K 0.03% 178

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's IBM Position: Q1 2026 in Review

Root Financial Partners increased its IBM (IBM) stake by 32% in Q1 2026, buying an estimated $173K and bringing the position to 2,666 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #138.

Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Root Financial Partners held 2,666 shares of IBM worth $646K as of Q1 2026.
  • Root Financial Partners bought 641 IBM shares in Q1 2026, an estimated $173K.
  • IBM made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #138 holding.
  • Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.