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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
Q2 		$9.25M Buy
32,909
+3,536
+12% +$891K 0.09% 115
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCS Capital Management's IBM Position: Q2 2026 in Review

SCS Capital Management increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $891K and bringing the position to 32,909 shares worth $9.25M. The position accounts for 0.09% of the portfolio, ranked #115.

SCS Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SCS Capital Management held 32,909 shares of IBM worth $9.25M as of Q2 2026.
  • SCS Capital Management bought 3,536 IBM shares in Q2 2026, an estimated $891K.
  • IBM made up 0.09% of SCS Capital Management's portfolio in Q2 2026, its #115 holding.
  • SCS Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.