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Schubert & Co’s IBM IBM Stock Holding History

Schubert & 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
Q1 		– Sell
-899
Closed -$266K – 70
2025
Q4 		$266K Sell
899
-61
-6% -$18.3K 0.21% 61
2025
Q3 		$271K Sell
960
-17
-2% -$4.45K 0.2% 59
2025
Q2 		$288K Buy
977
+14
+1% +$3.61K 0.2% 57
2025
Q1 		$239K Buy
+963
New +$236K 0.16% 57
2023
Q2 		– Sell
-1,318
Closed -$173K – 724
2023
Q1 		$173K Sell
1,318
-307
-19% -$41.1K 0.15% 36
2022
Q4 		$229K Sell
1,625
-138
-8% -$19K 0.21% 29
2022
Q3 		$209K Sell
1,763
-2
-0.1% -$262 0.2% 30
2022
Q2 		$249K Buy
1,765
+72
+4% +$9.72K 0.23% 23
2022
Q1 		$220K Buy
1,693
+84
+5% +$11K 0.24% 21
2021
Q4 		$215K Buy
+1,609
New +$202K 0.22% 25

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

Schubert & Co's IBM Position: Q1 2026 in Review

Schubert & Co sold out of IBM (IBM) in Q1 2026, closing a stake of 899 shares — an estimated $266K sold.

Schubert & Co first reported a position in IBM in Q4 2021 and held it in 10 quarters. The position peaked at $288K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Schubert & Co reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Schubert & Co sold 899 IBM shares in Q1 2026, an estimated $266K.
  • Schubert & Co first reported a position in IBM in Q4 2021 and held it in 10 quarters.
  • Schubert & Co's IBM position peaked at $288K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.