RWA
IBM icon

Rooted Wealth Advisors’s IBM IBM Stock Holding History

Rooted Wealth Advisors’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 		$275K Buy
+977
New +$246K 0.07% 124

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

Rooted Wealth Advisors's IBM Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in IBM (IBM) in Q2 2026: 977 shares worth $275K. The stake represents 0.07% of the portfolio and ranks #124 among its holdings.

3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Rooted Wealth Advisors held 977 shares of IBM worth $275K as of Q2 2026.
  • IBM was a new Rooted Wealth Advisors position in Q2 2026.
  • IBM made up 0.07% of Rooted Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.