P.J. Schmidt Investment Management (PJS)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $705K | Buy |
2,508
+50
| +2% | +$12.6K | 0.11% | 101 |
|
|
2026
Q1 | $596K | Buy |
2,458
+222
| +10% | +$60.1K | 0.1% | 108 |
|
|
2025
Q4 | $662K | Buy |
2,236
+66
| +3% | +$19.8K | 0.11% | 101 |
|
|
2025
Q3 | $612K | Buy |
2,170
+197
| +10% | +$51.6K | 0.1% | 104 |
|
|
2025
Q2 | $582K | Buy |
1,973
+3
| +0.2% | +$773 | 0.1% | 105 |
|
|
2025
Q1 | $490K | Hold |
1,970
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $433K | Buy |
1,970
+100
| +5% | +$22.3K | 0.08% | 122 |
|
|
2024
Q3 | $413K | Hold |
1,870
| – | – | 0.07% | 130 |
|
|
2024
Q2 | $323K | Sell |
1,870
-25
| -1% | -$4.34K | 0.06% | 147 |
|
|
2024
Q1 | $362K | Hold |
1,895
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $355K | Sell |
1,895
-2,560
| -57% | -$387K | 0.07% | 135 |
|
|
2023
Q3 | $615K | Sell |
4,455
-219
| -5% | -$31.2K | 0.13% | 89 |
|
|
2023
Q2 | $656K | Sell |
4,674
-370
| -7% | -$47.8K | 0.13% | 90 |
|
|
2023
Q1 | $640K | Buy |
5,044
+304
| +6% | +$40.7K | 0.13% | 90 |
|
|
2022
Q4 | $668K | Hold |
4,740
| – | – | 0.15% | 83 |
|
|
2022
Q3 | $616K | Sell |
4,740
-425
| -8% | -$55.8K | 0.15% | 90 |
|
|
2022
Q2 | $696K | Buy |
5,165
+939
| +22% | +$127K | 0.15% | 90 |
|
|
2022
Q1 | $559K | Buy |
4,226
+101
| +2% | +$13.2K | 0.12% | 105 |
|
|
2021
Q4 | $551K | Sell |
4,125
-33
| -0.8% | -$4.14K | 0.11% | 117 |
|
|
2021
Q3 | $505K | Buy |
4,158
+215
| +5% | +$28.7K | 0.1% | 119 |
|
|
2021
Q2 | $533K | Hold |
3,943
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $544K | Buy |
3,943
+397
| +11% | +$47.5K | 0.11% | 111 |
|
|
2020
Q4 | $404K | Buy |
+3,546
| New | +$410K | 0.09% | 120 |
|
|
2016
Q4 | – | Sell |
-1,433
| Closed | -$218K | – | 126 |
|
|
2016
Q3 | $218K | Buy |
+1,433
| New | +$217K | 0.08% | 124 |
|
|
2015
Q3 | – | Sell |
-1,525
| Closed | -$237K | – | 149 |
|
|
2015
Q2 | $237K | Buy |
+1,525
| New | +$245K | 0.09% | 137 |
|
|
2015
Q1 | – | Sell |
-6,910
| Closed | -$1.06M | – | 159 |
|
|
2014
Q4 | $1.06M | Sell |
6,910
-3,973
| -37% | -$632K | 0.42% | 68 |
|
|
2014
Q3 | $1.98M | Sell |
10,883
-3,867
| -26% | -$705K | 0.81% | 44 |
|
|
2014
Q2 | $2.56M | Sell |
14,750
-1,663
| -10% | -$299K | 1% | 32 |
|
|
2014
Q1 | $3.02M | Sell |
16,413
-872
| -5% | -$154K | 1.19% | 27 |
|
|
2013
Q4 | $3.1M | Sell |
17,285
-2,278
| -12% | -$393K | 1.31% | 26 |
|
|
2013
Q3 | $3.46M | Buy |
19,563
+1,407
| +8% | +$256K | 1.58% | 23 |
|
|
2013
Q2 | $3.32M | Buy |
+18,156
| New | +$3.54M | 1.6% | 22 |
|
Other funds holding IBM
ECSS
P.J. Schmidt Investment Management (PJS)'s IBM Position: Q2 2026 in Review
P.J. Schmidt Investment Management (PJS) increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,508 shares worth $705K. The position accounts for 0.11% of the portfolio, ranked #101.
P.J. Schmidt Investment Management (PJS) first reported a position in IBM in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.46M in Q3 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- P.J. Schmidt Investment Management (PJS) held 2,508 shares of IBM worth $705K as of Q2 2026.
- P.J. Schmidt Investment Management (PJS) bought 50 IBM shares in Q2 2026, an estimated $12.6K.
- IBM made up 0.11% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #101 holding.
- P.J. Schmidt Investment Management (PJS) first reported a position in IBM in Q2 2013 and has held it in 32 quarters since.
- P.J. Schmidt Investment Management (PJS)'s IBM position peaked at $3.46M in Q3 2013.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.