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International Business Machines shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in International Business Machines

Tip: Access up to 7 years of quarterly data

All positions including International Business Machines held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $275k 977 281.21

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Sp Intl Momnt (IDMO)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Core Div Grwth (DGRO)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds High Div Yld (VYM)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Core Sp Us Gwt (IUSG)

View all positions for Rooted Wealth Advisors

Top funds holding International Business Machines

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon
Legal & General Group
Susquehanna International
Charles Schwab Investment Management

View all funds holding International Business Machines