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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
Q2 		$378K Buy
1,343
+11
+0.8% +$2.77K 0.1% 42
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schiavi & Co's IBM Position: Q2 2026 in Review

Schiavi & Co increased its IBM (IBM) stake by 0.83% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,343 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #42.

Schiavi & Co first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $928K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Schiavi & Co held 1,343 shares of IBM worth $378K as of Q2 2026.
  • Schiavi & Co bought 11 IBM shares in Q2 2026, an estimated $2.77K.
  • IBM made up 0.1% of Schiavi & Co's portfolio in Q2 2026, its #42 holding.
  • Schiavi & Co first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Schiavi & Co's IBM position peaked at $928K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.