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Schiavi & Co’s IBM IBM Stock Holding History

Schiavi & Co’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 		$323K Sell
1,332
-11,041
-89% -$2.99M 0.1% 38
2025
Q4 		$928K Buy
12,373
+11,022
+816% +$3.3M 0.3% 16
2025
Q3 		$381K Hold
1,351
– – 0.13% 30
2025
Q2 		$398K Hold
1,351
– – 0.14% 21
2025
Q1 		$336K Hold
1,351
– – 0.12% 24
2024
Q4 		$297K Hold
1,351
– – 0.12% 25
2024
Q3 		$299K Hold
1,351
– – 0.11% 26
2024
Q2 		$234K Hold
1,351
– – 0.09% 28
2024
Q1 		$258K Hold
1,351
– – 0.1% 27
2023
Q4 		$221K Buy
+1,351
New +$204K 0.09% 29

Other funds holding IBM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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