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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
Q2 		$389K Sell
1,383
-75
-5% -$18.9K 0.04% 119
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 $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

Schneider Downs Wealth Management Advisors's IBM Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its IBM (IBM) stake by 5.1% in Q2 2026, selling an estimated $18.9K and leaving 1,383 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #119.

Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $460K in Q2 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 1,383 shares of IBM worth $389K as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 75 IBM shares in Q2 2026, an estimated $18.9K.
  • IBM made up 0.04% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #119 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Schneider Downs Wealth Management Advisors's IBM position peaked at $460K in Q2 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.