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S&CO Inc’s IBM IBM Stock Holding History

S&CO Inc’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 		$4.07M Hold
16,788
– – 0.25% 80
2025
Q4 		$4.97M Hold
16,788
– – 0.31% 69
2025
Q3 		$4.74M Hold
16,788
– – 0.29% 77
2025
Q2 		$4.95M Sell
16,788
-100
-0.6% -$25.8K 0.32% 69
2025
Q1 		$4.2M Hold
16,888
– – 0.28% 76
2024
Q4 		$3.71M Hold
16,888
– – 0.25% 83
2024
Q3 		$3.73M Hold
16,888
– – 0.24% 85
2024
Q2 		$2.92M Hold
16,888
– – 0.2% 94
2024
Q1 		$3.22M Hold
16,888
– – 0.23% 81
2023
Q4 		$2.76M Hold
16,888
– – 0.21% 82
2023
Q3 		$2.37M Hold
16,888
– – 0.19% 81
2023
Q2 		$2.26M Hold
16,888
– – 0.18% 84
2023
Q1 		$2.21M Hold
16,888
– – 0.19% 83
2022
Q4 		$2.38M Hold
16,888
– – 0.21% 75
2022
Q3 		$2.01M Hold
16,888
– – 0.18% 83
2022
Q2 		$2.38M Hold
16,888
– – 0.2% 80
2022
Q1 		$2.19M Buy
16,888
+1,009
+6% +$132K 0.15% 94
2021
Q4 		$2.12M Buy
15,879
+629
+4% +$78.9K 0.15% 98
2021
Q3 		$2.02M Hold
15,250
– – 0.16% 97
2021
Q2 		$2.14M Hold
15,250
– – 0.17% 97
2021
Q1 		$1.94M Hold
15,250
– – 0.16% 94
2020
Q4 		$1.83M Hold
15,250
– – 0.16% 97
2020
Q3 		$1.77M Hold
15,250
– – 0.18% 89
2020
Q2 		$1.76M Hold
15,250
– – 0.19% 86
2020
Q1 		$1.62M Hold
15,250
– – 0.22% 77
2019
Q4 		$1.95M Hold
15,250
– – 0.2% 81
2019
Q3 		$2.12M Sell
15,250
-68
-0.4% -$9.17K 0.23% 76
2019
Q2 		$2.02M Hold
15,318
– – 0.22% 79
2019
Q1 		$2.07M Hold
15,318
– – 0.23% 77
2018
Q4 		$1.67M Sell
15,318
-418
-3% -$50.2K 0.21% 79
2018
Q3 		$2.27M Sell
15,736
-241
-2% -$33.7K 0.25% 71
2018
Q2 		$2.13M Hold
15,977
– – 0.26% 74
2018
Q1 		$2.34M Hold
15,977
– – 0.29% 67
2017
Q4 		$2.34M Hold
15,977
– – 0.29% 69
2017
Q3 		$2.22M Sell
15,977
-1,696
-10% -$236K 0.28% 72
2017
Q2 		$2.6M Sell
17,673
-16
-0.1% -$2.41K 0.34% 62
2017
Q1 		$2.94M Buy
17,689
+58
+0.3% +$9.72K 0.4% 56
2016
Q4 		$2.8M Hold
17,631
– – 0.4% 56
2016
Q3 		$2.68M Sell
17,631
-224
-1% -$34K 0.4% 56
2016
Q2 		$2.59M Hold
17,855
– – 0.4% 57
2016
Q1 		$2.58M Sell
17,855
-463
-3% -$59.1K 0.42% 55
2015
Q4 		$2.41M Sell
18,318
-3,497
-16% -$470K 0.4% 52
2015
Q3 		$3.02M Buy
21,815
+653
+3% +$96.4K 0.52% 46
2015
Q2 		$3.29M Buy
21,162
+210
+1% +$33.8K 0.48% 50
2015
Q1 		$3.21M Buy
20,952
+104
+0.5% +$15.8K 0.46% 52
2014
Q4 		$3.2M Sell
20,848
-146
-0.7% -$23.2K 0.46% 51
2014
Q3 		$3.81M Sell
20,994
-599
-3% -$109K 0.58% 45
2014
Q2 		$3.74M Sell
21,593
-847
-4% -$152K 0.52% 46
2014
Q1 		$4.13M Sell
22,440
-873
-4% -$154K 0.62% 39
2013
Q4 		$4.18M Sell
23,313
-751
-3% -$130K 0.7% 37
2013
Q3 		$4.26M Sell
24,064
-6,067
-20% -$1.1M 0.75% 34
2013
Q2 		$5.5M Buy
+30,131
New +$5.87M 0.84% 33

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S&CO Inc's IBM Position: Q1 2026 in Review

S&CO Inc held its IBM (IBM) position steady in Q1 2026 at 16,788 shares worth $4.07M. The position accounts for 0.25% of the portfolio, ranked #80.

S&CO Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.5M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • S&CO Inc held 16,788 shares of IBM worth $4.07M as of Q1 2026.
  • S&CO Inc left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.25% of S&CO Inc's portfolio in Q1 2026, its #80 holding.
  • S&CO Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • S&CO Inc's IBM position peaked at $5.5M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.