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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
-10,460
Closed -$1.38M – 768
2015
Q4 		$1.38M Hold
10,460
– – 0.03% 341
2015
Q3 		$1.45M Sell
10,460
-5,230
-33% -$772K 0.03% 316
2015
Q2 		$2.44M Buy
+15,690
New +$2.52M 0.05% 241

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

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.