Root Financial Partners
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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
Q3 		$915K Buy
4,159
+1,658
+66% +$394K 0.03% 150
2026
Q2 		$703K Sell
2,501
-165
-6% -$41.6K 0.03% 152
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Root Financial Partners's IBM Position: Q3 2026 in Review

Root Financial Partners increased its IBM (IBM) stake by 66% in Q3 2026, buying an estimated $394K and bringing the position to 4,159 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #150.

Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Root Financial Partners held 4,159 shares of IBM worth $915K as of Q3 2026.
  • Root Financial Partners bought 1,658 IBM shares in Q3 2026, an estimated $394K.
  • IBM made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #150 holding.
  • Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.