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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's IBM Position: Q2 2026 in Review

Root Financial Partners reduced its IBM (IBM) stake by 6.2% in Q2 2026, selling an estimated $41.6K and leaving 2,501 shares worth $703K. The position accounts for 0.03% of the portfolio, ranked #152.

Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Root Financial Partners held 2,501 shares of IBM worth $703K as of Q2 2026.
  • Root Financial Partners sold 165 IBM shares in Q2 2026, an estimated $41.6K.
  • IBM made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #152 holding.
  • Root Financial Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.