Mowery & Schoenfeld Wealth Management’s IBM IBM Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$66.3K	Sell	273 -31	-10%	-$8.39K	0.1%	109
2025 Q4	$90.2K	Buy	304 +28	+10%	+$8.39K	0.13%	98
2025 Q3	$78K	Sell	276 -10	-3%	-$2.62K	0.13%	97
2025 Q2	$84.4K	Sell	286 -219	-43%	-$56.4K	0.13%	88
2025 Q1	$126K	Buy	505 +189	+60%	+$46.2K	0.25%	64
2024 Q4	$69.5K	Buy	316 +76	+32%	+$16.9K	0.14%	91
2024 Q3	$53.1K	Buy	240 +77	+47%	+$15.1K	0.08%	96
2024 Q2	$28.2K	Hold	163	–	–	0.04%	129
2024 Q1	$31.1K	Hold	163	–	–	0.06%	93
2023 Q4	$26.7K	Buy	+163	New	+$24.6K	0.05%	91

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IBM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its IBM (IBM) stake by 10% in Q1 2026, selling an estimated $8.39K and leaving 273 shares worth $66.3K. The position accounts for 0.1% of the portfolio, ranked #109.

Mowery & Schoenfeld Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $126K in Q1 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 273 shares of IBM worth $66.3K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 31 IBM shares in Q1 2026, an estimated $8.39K.
IBM made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #109 holding.
Mowery & Schoenfeld Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's IBM position peaked at $126K in Q1 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.