SCM
IBM icon

SCS Capital Management’s IBM IBM Stock Holding History

SCS Capital 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 		$7.12M Sell
29,373
-826
-3% -$223K 0.08% 119
2025
Q4 		$8.95M Buy
30,199
+67
+0.2% +$20.1K 0.09% 109
2025
Q3 		$8.5M Buy
30,132
+4,220
+16% +$1.1M 0.09% 112
2025
Q2 		$7.64M Buy
25,912
+15,197
+142% +$3.92M 0.08% 122
2025
Q1 		$2.66M Buy
+10,715
New +$2.62M 0.03% 173

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

SCS Capital Management's IBM Position: Q1 2026 in Review

SCS Capital Management reduced its IBM (IBM) stake by 2.7% in Q1 2026, selling an estimated $223K and leaving 29,373 shares worth $7.12M. The position accounts for 0.08% of the portfolio, ranked #119.

SCS Capital Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.95M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • SCS Capital Management held 29,373 shares of IBM worth $7.12M as of Q1 2026.
  • SCS Capital Management sold 826 IBM shares in Q1 2026, an estimated $223K.
  • IBM made up 0.08% of SCS Capital Management's portfolio in Q1 2026, its #119 holding.
  • SCS Capital Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's IBM position peaked at $8.95M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.