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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scotia Capital's IBM Position: Q1 2026 in Review

Scotia Capital reduced its IBM (IBM) stake by 2% in Q1 2026, selling an estimated $449K and leaving 79,919 shares worth $19.4M. The position accounts for 0.08% of the portfolio, ranked #144.

Scotia Capital first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.1M in Q2 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Scotia Capital held 79,919 shares of IBM worth $19.4M as of Q1 2026.
Scotia Capital sold 1,658 IBM shares in Q1 2026, an estimated $449K.
IBM made up 0.08% of Scotia Capital's portfolio in Q1 2026, its #144 holding.
Scotia Capital first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Scotia Capital's IBM position peaked at $25.1M in Q2 2018.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.