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Schneider Downs Wealth Management Advisors’s IBM IBM Stock Holding History

Schneider Downs Wealth Management 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
2026
Q1 		$353K Hold
1,458
– – 0.04% 116
2025
Q4 		$432K Sell
1,458
-100
-6% -$29.9K 0.05% 108
2025
Q3 		$440K Sell
1,558
-3
-0.2% -$785 0.05% 105
2025
Q2 		$460K Sell
1,561
-53
-3% -$13.7K 0.07% 96
2025
Q1 		$401K Hold
1,614
– – 0.07% 97
2024
Q4 		$355K Hold
1,614
– – 0.07% 102
2024
Q3 		$357K Hold
1,614
– – 0.07% 101
2024
Q2 		$279K Hold
1,614
– – 0.06% 106
2024
Q1 		$308K Buy
1,614
+68
+4% +$12.4K 0.07% 102
2023
Q4 		$253K Buy
+1,546
New +$234K 0.07% 98

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

Schneider Downs Wealth Management Advisors's IBM Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its IBM (IBM) position steady in Q1 2026 at 1,458 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #116.

Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $460K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 1,458 shares of IBM worth $353K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #116 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Schneider Downs Wealth Management Advisors's IBM position peaked at $460K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.