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Schechter Investment Advisors’s IBM IBM Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.78M Buy
7,148
+797
+13% +$195K 0.15% 133
2024
Q4 		$1.4M Buy
6,351
+43
+0.7% +$9.58K 0.11% 184
2024
Q3 		$1.39M Buy
6,308
+803
+15% +$157K 0.1% 186
2024
Q2 		$952K Sell
5,505
-504
-8% -$87.6K 0.07% 245
2024
Q1 		$1.15M Buy
6,009
+436
+8% +$79.5K 0.09% 217
2023
Q4 		$911K Buy
5,573
+150
+3% +$22.7K 0.08% 247
2023
Q3 		$761K Buy
5,423
+801
+17% +$114K 0.07% 266
2023
Q2 		$618K Sell
4,622
-147
-3% -$19K 0.06% 338
2023
Q1 		$625K Sell
4,769
-3,712
-44% -$497K 0.06% 359
2022
Q4 		$1.19M Buy
8,481
+1,840
+28% +$254K 0.11% 233
2022
Q3 		$789K Sell
6,641
-2,026
-23% -$266K 0.08% 360
2022
Q2 		$1.22M Buy
8,667
+3,373
+64% +$455K 0.12% 216
2022
Q1 		$689K Buy
5,294
+1,671
+46% +$218K 0.06% 430
2021
Q4 		$484K Buy
+3,623
New +$454K 0.04% 510

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schechter Investment Advisors's IBM Position: Q1 2025 in Review

Schechter Investment Advisors increased its IBM (IBM) stake by 13% in Q1 2025, buying an estimated $195K and bringing the position to 7,148 shares worth $1.78M. The position accounts for 0.15% of the portfolio, ranked #133.

Schechter Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 14 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Schechter Investment Advisors held 7,148 shares of IBM worth $1.78M as of Q1 2025.
  • Schechter Investment Advisors bought 797 IBM shares in Q1 2025, an estimated $195K.
  • IBM made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #133 holding.
  • Schechter Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 14 quarters since.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.