Schroder Investment Management Group
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Schroder Investment Management Group’s IBM IBM Stock Holding History

Schroder Investment Management Group’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 		$213M Buy
879,304
+46,987
+6% +$12.7M 0.17% 115
2025
Q4 		$247M Sell
832,317
-220,608
-21% -$66.1M 0.19% 99
2025
Q3 		$297M Sell
1,052,925
-183,228
-15% -$48M 0.23% 86
2025
Q2 		$364M Sell
1,236,153
-166,414
-12% -$42.9M 0.31% 72
2025
Q1 		$349M Buy
1,402,567
+215,976
+18% +$52.8M 0.35% 66
2024
Q4 		$261M Buy
1,186,591
+188,714
+19% +$42M 0.25% 79
2024
Q3 		$221M Buy
997,877
+165,121
+20% +$32.4M 0.23% 96
2024
Q2 		$144M Sell
832,756
-80,751
-9% -$14M 0.16% 124
2024
Q1 		$174M Buy
913,507
+244,805
+37% +$44.7M 0.21% 97
2023
Q4 		$109M Sell
668,702
-150,748
-18% -$22.8M 0.14% 136
2023
Q3 		$115M Buy
819,450
+63,253
+8% +$9M 0.17% 118
2023
Q2 		$101M Buy
756,197
+2,114
+0.3% +$273K 0.15% 148
2023
Q1 		$98.9M Buy
754,083
+6,618
+0.9% +$885K 0.15% 140
2022
Q4 		$105M Sell
747,465
-240,295
-24% -$33.1M 0.17% 132
2022
Q3 		$117M Sell
987,760
-73,573
-7% -$9.66M 0.19% 110
2022
Q2 		$149M Sell
1,061,333
-389,267
-27% -$52.5M 0.23% 105
2022
Q1 		$192M Sell
1,450,600
-121,362
-8% -$15.8M 0.25% 90
2021
Q4 		$210M Sell
1,571,962
-12,058
-0.8% -$1.51M 0.27% 76
2021
Q3 		$210M Sell
1,584,020
-160,706
-9% -$21.5M 0.32% 63
2021
Q2 		$245M Buy
1,744,726
+91,786
+6% +$12.6M 0.31% 66
2021
Q1 		$211M Buy
1,652,940
+480,655
+41% +$57.5M 0.27% 77
2020
Q4 		$141M Sell
1,172,285
-49,201
-4% -$5.69M 0.2% 101
2020
Q3 		$141M Buy
1,221,486
+165,617
+16% +$19.5M 0.23% 92
2020
Q2 		$122M Sell
1,055,869
-603,706
-36% -$70.1M 0.22% 98
2020
Q1 		$182M Sell
1,659,575
-1,552,993
-48% -$196M 0.39% 51
2019
Q4 		$412M Buy
3,212,568
+72,276
+2% +$9.39M 0.67% 22
2019
Q3 		$430M Buy
3,140,292
+188,975
+6% +$25.5M 0.76% 19
2019
Q2 		$389M Buy
2,951,317
+86,713
+3% +$11.4M 0.71% 26
2019
Q1 		$386M Buy
2,864,604
+490,835
+21% +$62.6M 0.69% 28
2018
Q4 		$258K Buy
2,373,769
+261,379
+12% +$31.4M 0.47% 39
2018
Q3 		$305M Buy
2,112,390
+172,992
+9% +$24.2M 0.52% 37
2018
Q2 		$260M Buy
1,939,398
+376,422
+24% +$52.5M 0.45% 42
2018
Q1 		$229M Sell
1,562,976
-1,341,535
-46% -$203M 0.4% 55
2017
Q4 		$426M Buy
2,904,511
+10,068
+0.3% +$1.46M 0.7% 22
2017
Q3 		$403M Sell
2,894,443
-26,292
-0.9% -$3.66M 0.7% 21
2017
Q2 		$430M Buy
2,920,735
+378,679
+15% +$57.1M 0.78% 17
2017
Q1 		$423M Sell
2,542,056
-98,583
-4% -$16.5M 0.76% 17
2016
Q4 		$419M Buy
2,640,639
+50,137
+2% +$7.64M 0.8% 18
2016
Q3 		$393M Buy
2,590,502
+108,182
+4% +$16.4M 0.73% 23
2016
Q2 		$360M Buy
2,482,320
+393,826
+19% +$56.4M 0.72% 26
2016
Q1 		$296M Buy
2,088,494
+77,564
+4% +$9.91M 0.61% 29
2015
Q4 		$265M Sell
2,010,930
-477,796
-19% -$64.2M 0.55% 35
2015
Q3 		$345M Buy
2,488,726
+745,041
+43% +$110M 0.73% 20
2015
Q2 		$272M Buy
1,743,685
+515,813
+42% +$82.9M 0.53% 35
2015
Q1 		$188M Sell
1,227,872
-5,393
-0.4% -$818K 0.37% 67
2014
Q4 		$189M Sell
1,233,265
-302,788
-20% -$48.2M 0.37% 69
2014
Q3 		$279M Buy
1,536,053
+191,624
+14% +$34.9M 0.37% 56
2014
Q2 		$233M Sell
1,344,429
-187,138
-12% -$33.7M 0.29% 64
2014
Q1 		$282M Sell
1,531,567
-541,069
-26% -$95.3M 0.32% 57
2013
Q4 		$372M Buy
2,072,636
+751,729
+57% +$130M 0.46% 40
2013
Q3 		$234M Buy
1,320,907
+157,731
+14% +$28.7M 0.57% 32
2013
Q2 		$213M Buy
+1,163,176
New +$227M 0.56% 34

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

Schroder Investment Management Group's IBM Position: Q1 2026 in Review

Schroder Investment Management Group increased its IBM (IBM) stake by 5.6% in Q1 2026, buying an estimated $12.7M and bringing the position to 879,304 shares worth $213M. The position accounts for 0.17% of the portfolio, ranked #115.

Schroder Investment Management Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $430M in Q2 2017. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Schroder Investment Management Group held 879,304 shares of IBM worth $213M as of Q1 2026.
  • Schroder Investment Management Group bought 46,987 IBM shares in Q1 2026, an estimated $12.7M.
  • IBM made up 0.17% of Schroder Investment Management Group's portfolio in Q1 2026, its #115 holding.
  • Schroder Investment Management Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Schroder Investment Management Group's IBM position peaked at $430M in Q2 2017.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.