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Charles Schwab Trust’s IBM IBM Stock Holding History

Charles Schwab Trust’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 		$1.17M Sell
4,175
-445
-10% -$112K 0.07% 96
2026
Q1 		$1.12M Buy
4,620
+315
+7% +$85.2K 0.07% 84
2025
Q4 		$1.28M Buy
4,305
+1,043
+32% +$312K 0.08% 86
2025
Q3 		$920K Buy
3,262
+12
+0.4% +$3.14K 0.06% 94
2025
Q2 		$958K Hold
3,250
– – 0.07% 90
2025
Q1 		$808K Sell
3,250
-50
-2% -$12.2K 0.07% 94
2024
Q4 		$725K Buy
3,300
+1,217
+58% +$271K 0.06% 99
2024
Q3 		$461K Sell
2,083
-11,010
-84% -$2.16M 0.04% 111
2024
Q2 		$2.26M Buy
13,093
+11,320
+638% +$1.97M 0.21% 59
2024
Q1 		$339K Sell
1,773
-3,177
-64% -$580K 0.03% 131
2023
Q4 		$810K Buy
4,950
+1,102
+29% +$167K 0.08% 96
2023
Q3 		$540K Sell
3,848
-37
-1% -$5.26K 0.06% 118
2023
Q2 		$500K Sell
3,885
-2,531
-39% -$327K 0.06% 100
2023
Q1 		$841K Buy
6,416
+3,570
+125% +$478K 0.1% 87
2022
Q4 		$401K Hold
2,846
– – 0.05% 113
2022
Q3 		$338K Sell
2,846
-100
-3% -$13.1K 0.06% 118
2022
Q2 		$416K Buy
2,946
+66
+2% +$8.91K 0.09% 102
2022
Q1 		$374K Sell
2,880
-523
-15% -$68.2K 0.07% 118
2021
Q4 		$455K Sell
3,403
-193
-5% -$24.2K 0.07% 116
2021
Q3 		$478K Buy
3,596
+36
+1% +$4.81K 0.09% 121
2021
Q2 		$499K Buy
3,560
+544
+18% +$74.4K 0.1% 122
2021
Q1 		$384K Sell
3,016
-1,584
-34% -$190K 0.08% 138
2020
Q4 		$554K Buy
+4,600
New +$532K 0.13% 106
2020
Q1 		– Sell
-1,855
Closed -$238K – 153
2019
Q4 		$238K Buy
+1,855
New +$241K 0.09% 149

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab Trust's IBM Position: Q2 2026 in Review

Charles Schwab Trust reduced its IBM (IBM) stake by 9.6% in Q2 2026, selling an estimated $112K and leaving 4,175 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #96.

Charles Schwab Trust first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.26M in Q2 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Charles Schwab Trust held 4,175 shares of IBM worth $1.17M as of Q2 2026.
  • Charles Schwab Trust sold 445 IBM shares in Q2 2026, an estimated $112K.
  • IBM made up 0.07% of Charles Schwab Trust's portfolio in Q2 2026, its #96 holding.
  • Charles Schwab Trust first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • Charles Schwab Trust's IBM position peaked at $2.26M in Q2 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.