SWM
IBM icon

Scissortail Wealth Management’s IBM IBM Stock Holding History

Scissortail 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
Q1 		$610K Buy
2,532
+1,260
+99% +$341K 0.12% 79
2025
Q4 		$381K Buy
1,272
+145
+13% +$43.4K 0.09% 85
2025
Q3 		$316K Hold
1,127
– – 0.07% 89
2025
Q2 		$328K Buy
+1,127
New +$290K 0.08% 87
2025
Q1 		– Sell
-1,527
Closed -$336K – 113
2024
Q4 		$336K Buy
1,527
+1,519
+18,988% +$338K 0.09% 96
2024
Q3 		$339K Sell
8
-1,619
-100% -$317K 0.08% 96
2024
Q2 		$280K Hold
1,627
– – 0.07% 98
2024
Q1 		$311K Buy
+1,627
New +$297K 0.08% 95
2022
Q4 		– Sell
-1,657
Closed -$228K – 139
2022
Q3 		$228K Buy
1,657
+357
+27% +$46.9K 0.12% 78
2022
Q2 		$174K Sell
1,300
-357
-22% -$48.2K 0.07% 89
2022
Q1 		$229K Buy
1,657
+357
+27% +$46.6K 0.11% 79
2021
Q4 		$174K Buy
+1,300
New +$163K 0.07% 89

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

Scissortail Wealth Management's IBM Position: Q1 2026 in Review

Scissortail Wealth Management increased its IBM (IBM) stake by 99% in Q1 2026, buying an estimated $341K and bringing the position to 2,532 shares worth $610K. The position accounts for 0.12% of the portfolio, ranked #79.

Scissortail Wealth Management first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Scissortail Wealth Management held 2,532 shares of IBM worth $610K as of Q1 2026.
  • Scissortail Wealth Management bought 1,260 IBM shares in Q1 2026, an estimated $341K.
  • IBM made up 0.12% of Scissortail Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Scissortail Wealth Management first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.