Scotia Capital’s IBM IBM Stock Holding History

Scotia Capital’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
2016 Q1	–	Sell	-7,322	Closed	-$963K	–	767
2015 Q4	$963K	Buy	+7,322	New	+$984K	0.02%	421

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Scotia Capital's IBM Position: Q2 2026 in Review

Scotia Capital reduced its IBM (IBM) stake by 0.95% in Q2 2026, selling an estimated $191K and leaving 79,159 shares worth $22.3M. The position accounts for 0.08% of the portfolio, ranked #139.

Scotia Capital first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.1M in Q2 2018. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Scotia Capital held 79,159 shares of IBM worth $22.3M as of Q2 2026.
Scotia Capital sold 760 IBM shares in Q2 2026, an estimated $191K.
IBM made up 0.08% of Scotia Capital's portfolio in Q2 2026, its #139 holding.
Scotia Capital first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Scotia Capital's IBM position peaked at $25.1M in Q2 2018.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.