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Rothschild Investment LLC’s IBM IBM Stock Holding History

Rothschild Investment 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
Q1 		$6.22M Buy
25,668
+4,669
+22% +$1.26M 0.33% 78
2025
Q4 		$6.22M Sell
20,999
-222
-1% -$66.5K 0.34% 72
2025
Q3 		$5.99M Sell
21,221
-628
-3% -$164K 0.34% 72
2025
Q2 		$6.44M Buy
21,849
+160
+0.7% +$41.2K 0.4% 60
2025
Q1 		$5.39M Buy
21,689
+27
+0.1% +$6.6K 0.36% 66
2024
Q4 		$4.76M Buy
21,662
+241
+1% +$53.7K 0.31% 72
2024
Q3 		$4.74M Sell
21,421
-87
-0.4% -$17.1K 0.31% 78
2024
Q2 		$3.72M Buy
21,508
+2,547
+13% +$443K 0.26% 87
2024
Q1 		$3.62M Buy
18,961
+325
+2% +$59.3K 0.26% 91
2023
Q4 		$3.05M Sell
18,636
-4,701
-20% -$710K 0.26% 92
2023
Q3 		$3.27M Buy
23,337
+251
+1% +$35.7K 0.28% 95
2023
Q2 		$3.09M Buy
23,086
+818
+4% +$106K 0.26% 99
2023
Q1 		$2.92M Buy
22,268
+465
+2% +$62.2K 0.26% 96
2022
Q4 		$3.07M Sell
21,803
-194
-0.9% -$26.8K 0.28% 92
2022
Q3 		$2.61M Sell
21,997
-530
-2% -$69.6K 0.26% 101
2022
Q2 		$3.18M Sell
22,527
-32
-0.1% -$4.32K 0.29% 91
2022
Q1 		$2.93M Sell
22,559
-549
-2% -$71.6K 0.23% 108
2021
Q4 		$3.09M Sell
23,108
-1,301
-5% -$163K 0.24% 98
2021
Q3 		$3.24M Sell
24,409
-17,665
-42% -$2.36M 0.27% 91
2021
Q2 		$5.9M Buy
42,074
+1,138
+3% +$156K 0.47% 65
2021
Q1 		$5.21M Sell
40,936
-693
-2% -$82.9K 0.45% 70
2020
Q4 		$5.01M Buy
41,629
+731
+2% +$84.5K 0.48% 64
2020
Q3 		$4.76M Buy
40,898
+2,347
+6% +$276K 0.52% 61
2020
Q2 		$4.45M Buy
38,551
+1,967
+5% +$228K 0.54% 57
2020
Q1 		$3.88M Buy
36,584
+8,774
+32% +$1.11M 0.51% 57
2019
Q4 		$3.56M Buy
27,810
+8,446
+44% +$1.1M 0.35% 73
2019
Q3 		$2.69M Buy
19,364
+175
+0.9% +$23.6K 0.31% 93
2019
Q2 		$2.53M Sell
19,189
-459
-2% -$60.3K 0.3% 96
2019
Q1 		$2.65M Sell
19,648
-1,993
-9% -$254K 0.31% 92
2018
Q4 		$2.35M Sell
21,641
-790
-4% -$94.8K 0.31% 89
2018
Q3 		$3.24M Buy
22,431
+240
+1% +$33.5K 0.38% 74
2018
Q2 		$2.96M Buy
22,191
+889
+4% +$124K 0.37% 75
2018
Q1 		$3.13M Sell
21,302
-157
-0.7% -$23.8K 0.4% 66
2017
Q4 		$3.15M Sell
21,459
-2,918
-12% -$424K 0.34% 66
2017
Q3 		$3.38M Sell
24,377
-2,526
-9% -$352K 0.38% 62
2017
Q2 		$3.96M Buy
26,903
+893
+3% +$135K 0.45% 57
2017
Q1 		$4.33M Buy
26,010
+410
+2% +$68.7K 0.5% 53
2016
Q4 		$4.06M Sell
25,600
-891
-3% -$136K 0.49% 55
2016
Q3 		$4.02M Sell
26,491
-3,338
-11% -$507K 0.49% 57
2016
Q2 		$4.33M Sell
29,829
-1,057
-3% -$151K 0.55% 51
2016
Q1 		$4.47M Buy
30,886
+633
+2% +$80.9K 0.58% 48
2015
Q4 		$3.98M Buy
30,253
+3,561
+13% +$478K 0.51% 54
2015
Q3 		$3.7M Sell
26,692
-952
-3% -$141K 0.49% 55
2015
Q2 		$4.3M Sell
27,644
-338
-1% -$54.3K 0.5% 50
2015
Q1 		$4.29M Sell
27,982
-865
-3% -$131K 0.5% 50
2014
Q4 		$4.42M Sell
28,847
-5,177
-15% -$824K 0.53% 47
2014
Q3 		$6.17M Sell
34,024
-4,514
-12% -$822K 0.75% 34
2014
Q2 		$6.68M Sell
38,538
-882
-2% -$159K 0.85% 29
2014
Q1 		$7.25M Sell
39,420
-559
-1% -$98.4K 0.98% 19
2013
Q4 		$7.17M Buy
39,979
+7,086
+22% +$1.22M 0.98% 21
2013
Q3 		$5.82M Sell
32,893
-3,383
-9% -$615K 0.86% 34
2013
Q2 		$6.63M Buy
+36,276
New +$7.06M 1.08% 20

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

Rothschild Investment LLC's IBM Position: Q1 2026 in Review

Rothschild Investment LLC increased its IBM (IBM) stake by 22% in Q1 2026, buying an estimated $1.26M and bringing the position to 25,668 shares worth $6.22M. The position accounts for 0.33% of the portfolio, ranked #78.

Rothschild Investment LLC first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.25M in Q1 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Rothschild Investment LLC held 25,668 shares of IBM worth $6.22M as of Q1 2026.
  • Rothschild Investment LLC bought 4,669 IBM shares in Q1 2026, an estimated $1.26M.
  • IBM made up 0.33% of Rothschild Investment LLC's portfolio in Q1 2026, its #78 holding.
  • Rothschild Investment LLC first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's IBM position peaked at $7.25M in Q1 2014.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.