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Schrum Private Wealth Management’s IBM IBM Stock Holding History

Schrum Private Wealth Management’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 		$209K Buy
1,208
+13
+1% +$3.27K 0.21% 109
2026
Q1 		$290K Hold
1,195
– – 0.22% 106
2025
Q4 		$354K Hold
1,195
– – 0.26% 94
2025
Q3 		$337K Buy
1,195
+95
+9% +$24.9K 0.25% 96
2025
Q2 		$324K Hold
1,100
– – 0.26% 93
2025
Q1 		$274K Hold
1,100
– – 0.24% 100
2024
Q4 		$242K Sell
1,100
-1,316
-54% -$293K 0.21% 112
2024
Q3 		$534K Buy
2,416
+1,208
+100% +$237K 0.28% 90
2024
Q2 		$209K Buy
1,208
+11
+0.9% +$1.91K 0.19% 123
2024
Q1 		$229K Buy
+1,197
New +$218K 0.21% 119

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

Schrum Private Wealth Management's IBM Position: Q2 2026 in Review

Schrum Private Wealth Management increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $3.27K and bringing the position to 1,208 shares worth $209K. The position accounts for 0.21% of the portfolio, ranked #109.

Schrum Private Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $534K in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Schrum Private Wealth Management held 1,208 shares of IBM worth $209K as of Q2 2026.
  • Schrum Private Wealth Management bought 13 IBM shares in Q2 2026, an estimated $3.27K.
  • IBM made up 0.21% of Schrum Private Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Schrum Private Wealth Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Schrum Private Wealth Management's IBM position peaked at $534K in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.