Charles Schwab’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63B | Buy |
6,739,996
+156,699
| +2% | +$42.4M | 0.25% | 71 |
|
|
2025
Q4 | $1.95B | Sell |
6,583,297
-97,382
| -1% | -$29.2M | 0.3% | 53 |
|
|
2025
Q3 | $1.89B | Sell |
6,680,679
-14,594
| -0.2% | -$3.82M | 0.3% | 51 |
|
|
2025
Q2 | $1.97B | Buy |
6,695,273
+79,479
| +1% | +$20.5M | 0.34% | 47 |
|
|
2025
Q1 | $1.65B | Sell |
6,615,794
-49,462
| -0.7% | -$12.1M | 0.31% | 55 |
|
|
2024
Q4 | $1.47B | Buy |
6,665,256
+126,547
| +2% | +$28.2M | 0.27% | 57 |
|
|
2024
Q3 | $1.45B | Buy |
6,538,709
+1,286
| +0% | +$252K | 0.28% | 58 |
|
|
2024
Q2 | $1.13B | Buy |
6,537,423
+73,734
| +1% | +$12.8M | 0.22% | 79 |
|
|
2024
Q1 | $1.22B | Sell |
6,463,689
-1,525
| -0% | -$278K | 0.28% | 65 |
|
|
2023
Q4 | $1.05B | Buy |
6,465,214
+61,028
| +1% | +$9.22M | 0.27% | 65 |
|
|
2023
Q3 | $890M | Buy |
6,404,186
+6,386
| +0.1% | +$909K | 0.26% | 68 |
|
|
2023
Q2 | $848M | Sell |
6,397,800
-17,548
| -0.3% | -$2.26M | 0.24% | 73 |
|
|
2023
Q1 | $833M | Sell |
6,415,348
-12,286,577
| -66% | -$1.64B | 0.25% | 76 |
|
|
2022
Q4 | $2.63B | Buy |
18,701,925
+270,201
| +1% | +$37.3M | 0.85% | 20 |
|
|
2022
Q3 | $2.19B | Buy |
18,431,724
+1,593,390
| +9% | +$209M | 0.78% | 20 |
|
|
2022
Q2 | $2.38B | Buy |
16,838,334
+540,789
| +3% | +$73M | 0.83% | 20 |
|
|
2022
Q1 | $2.12B | Buy |
16,297,545
+1,105,170
| +7% | +$144M | 0.64% | 28 |
|
|
2021
Q4 | $2.03B | Buy |
15,192,375
+296,333
| +2% | +$37.2M | 0.6% | 24 |
|
|
2021
Q3 | $1.98B | Buy |
14,896,042
+831,485
| +6% | +$111M | 0.65% | 23 |
|
|
2021
Q2 | $1.97B | Buy |
14,064,557
+97,909
| +0.7% | +$13.4M | 0.66% | 23 |
|
|
2021
Q1 | $1.78B | Buy |
13,966,648
+816,464
| +6% | +$97.7M | 0.65% | 21 |
|
|
2020
Q4 | $1.58B | Buy |
13,150,184
+986,975
| +8% | +$114M | 0.63% | 19 |
|
|
2020
Q3 | $1.41B | Buy |
12,163,209
+412,310
| +4% | +$48.5M | 0.65% | 21 |
|
|
2020
Q2 | $1.36B | Buy |
11,750,899
+101,864
| +0.9% | +$11.8M | 0.66% | 20 |
|
|
2020
Q1 | $1.24B | Buy |
11,649,035
+3,723,384
| +47% | +$471M | 0.73% | 19 |
|
|
2019
Q4 | $1.02B | Buy |
7,925,651
+98,683
| +1% | +$12.8M | 0.55% | 28 |
|
|
2019
Q3 | $1.09B | Buy |
7,826,968
+141,327
| +2% | +$19.1M | 0.64% | 22 |
|
|
2019
Q2 | $1.01B | Buy |
7,685,641
+149,534
| +2% | +$19.6M | 0.62% | 26 |
|
|
2019
Q1 | $1.02B | Sell |
7,536,107
-73,525
| -1% | -$9.37M | 0.65% | 25 |
|
|
2018
Q4 | $827M | Buy |
7,609,632
+645,426
| +9% | +$77.5M | 0.63% | 25 |
|
|
2018
Q3 | $1.01B | Buy |
6,964,206
+695,280
| +11% | +$97.2M | 0.67% | 22 |
|
|
2018
Q2 | $837M | Buy |
6,268,926
+289,747
| +5% | +$40.4M | 0.61% | 24 |
|
|
2018
Q1 | $877M | Buy |
5,979,179
+693,699
| +13% | +$105M | 0.68% | 21 |
|
|
2017
Q4 | $775M | Buy |
5,285,480
+236,959
| +5% | +$34.5M | 0.61% | 27 |
|
|
2017
Q3 | $700M | Buy |
5,048,521
+183,352
| +4% | +$25.5M | 0.61% | 28 |
|
|
2017
Q2 | $715M | Buy |
4,865,169
+141,066
| +3% | +$21.3M | 0.67% | 24 |
|
|
2017
Q1 | $786M | Buy |
4,724,103
+225,078
| +5% | +$37.7M | 0.79% | 20 |
|
|
2016
Q4 | $714M | Buy |
4,499,025
+147,873
| +3% | +$22.5M | 0.78% | 20 |
|
|
2016
Q3 | $661M | Buy |
4,351,152
+177,839
| +4% | +$27M | 0.78% | 20 |
|
|
2016
Q2 | $606M | Buy |
4,173,313
+377,787
| +10% | +$54.1M | 0.76% | 21 |
|
|
2016
Q1 | $550M | Buy |
3,795,526
+245,464
| +7% | +$31.4M | 0.72% | 21 |
|
|
2015
Q4 | $467M | Buy |
3,550,062
+209,571
| +6% | +$28.2M | 0.63% | 26 |
|
|
2015
Q3 | $463M | Buy |
3,340,491
+14,168
| +0.4% | +$2.09M | 0.68% | 23 |
|
|
2015
Q2 | $517M | Buy |
3,326,323
+53,443
| +2% | +$8.59M | 0.71% | 19 |
|
|
2015
Q1 | $502M | Buy |
3,272,880
+794,091
| +32% | +$120M | 0.71% | 19 |
|
|
2014
Q4 | $380M | Buy |
2,478,789
+118,951
| +5% | +$18.9M | 0.57% | 28 |
|
|
2014
Q3 | $428M | Buy |
2,359,838
+29,688
| +1% | +$5.41M | 0.7% | 22 |
|
|
2014
Q2 | $404M | Buy |
2,330,150
+17,977
| +0.8% | +$3.24M | 0.68% | 22 |
|
|
2014
Q1 | $425M | Buy |
2,312,173
+14,424
| +0.6% | +$2.54M | 0.76% | 17 |
|
|
2013
Q4 | $412M | Sell |
2,297,749
-55,098
| -2% | -$9.5M | 0.78% | 15 |
|
|
2013
Q3 | $419M | Buy |
2,352,847
+63,455
| +3% | +$11.5M | 0.85% | 14 |
|
|
2013
Q2 | $419M | Buy |
+2,289,392
| New | +$446M | 0.94% | 14 |
|
Other funds holding IBM
VCM
VPM
Charles Schwab's IBM Position: Q1 2026 in Review
Charles Schwab increased its IBM (IBM) stake by 2.4% in Q1 2026, buying an estimated $42.4M and bringing the position to 6,739,996 shares worth $1.63B. The position accounts for 0.25% of the portfolio, ranked #71.
Charles Schwab first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.63B in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Charles Schwab held 6,739,996 shares of IBM worth $1.63B as of Q1 2026.
- Charles Schwab bought 156,699 IBM shares in Q1 2026, an estimated $42.4M.
- IBM made up 0.25% of Charles Schwab's portfolio in Q1 2026, its #71 holding.
- Charles Schwab first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Charles Schwab's IBM position peaked at $2.63B in Q4 2022.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.