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Shelton Capital Management’s IBM IBM Stock Holding History

Shelton 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 		$12.3M Buy
50,908
+114
+0.2% +$30.8K 0.27% 85
2025
Q4 		$15M Buy
50,794
+9,800
+24% +$2.93M 0.3% 82
2025
Q3 		$11.6M Sell
40,994
-13,542
-25% -$3.54M 0.25% 99
2025
Q2 		$16.1M Buy
54,536
+6,193
+13% +$1.6M 0.37% 62
2025
Q1 		$12M Sell
48,343
-12,899
-21% -$3.16M 0.29% 91
2024
Q4 		$13.5M Sell
61,242
-98
-0.2% -$21.8K 0.34% 67
2024
Q3 		$13.6M Sell
61,340
-37,003
-38% -$7.26M 0.35% 64
2024
Q2 		$17M Buy
98,343
+10,202
+12% +$1.77M 0.46% 46
2024
Q1 		$16.8M Sell
88,141
-7,899
-8% -$1.44M 0.48% 42
2023
Q4 		$15.7M Buy
96,040
+43,434
+83% +$6.56M 0.5% 41
2023
Q3 		$7.38M Buy
52,606
+3,898
+8% +$555K 0.27% 89
2023
Q2 		$6.52M Buy
48,708
+40,500
+493% +$5.23M 0.23% 101
2023
Q1 		$1.08M Sell
8,208
-51,892
-86% -$6.94M 0.04% 235
2022
Q4 		$8.47M Sell
60,100
-8,227
-12% -$1.13M 0.89% 13
2022
Q3 		$8.12M Sell
68,327
-6,415
-9% -$842K 0.39% 72
2022
Q2 		$10.6M Sell
74,742
-200
-0.3% -$27K 0.47% 47
2022
Q1 		$9.74M Hold
74,942
– – 0.36% 64
2021
Q4 		$10M Buy
74,942
+4,910
+7% +$616K 0.35% 61
2021
Q3 		$9.3M Buy
70,032
+10,057
+17% +$1.34M 0.36% 54
2021
Q2 		$8.4M Sell
59,975
-68,342
-53% -$9.35M 0.32% 66
2021
Q1 		$16.3M Buy
128,317
+85,096
+197% +$10.2M 0.57% 30
2020
Q4 		$5.2M Buy
43,221
+2,290
+6% +$265K 0.23% 90
2020
Q3 		$4.76M Buy
40,931
+6,276
+18% +$739K 0.2% 112
2020
Q2 		$4M Buy
34,655
+4,640
+15% +$539K 0.22% 92
2020
Q1 		$3.18M Buy
30,015
+2,008
+7% +$254K 0.23% 91
2019
Q4 		$3.59M Buy
28,007
+166
+0.6% +$21.6K 0.2% 102
2019
Q3 		$3.87M Sell
27,841
-17,845
-39% -$2.41M 0.23% 87
2019
Q2 		$6.02M Buy
45,686
+39,240
+609% +$5.15M 0.35% 63
2019
Q1 		$43.7K Sell
6,446
-40,036
-86% -$5.1M 0.17% 130
2018
Q4 		$5.05M Buy
46,482
+1,250
+3% +$150K 0.34% 66
2018
Q3 		$6.54M Buy
45,232
+15,627
+53% +$2.18M 0.37% 56
2018
Q2 		$3.95M Sell
29,605
-1,563
-5% -$218K 0.25% 95
2018
Q1 		$4.57M Sell
31,168
-264
-0.8% -$39.9K 0.3% 73
2017
Q4 		$4.61M Sell
31,432
-13,363
-30% -$1.94M 0.3% 78
2017
Q3 		$6.21M Sell
44,795
-17,820
-28% -$2.48M 0.42% 47
2017
Q2 		$9.21M Buy
62,615
+16,883
+37% +$2.55M 0.65% 23
2017
Q1 		$7.61M Buy
45,732
+9,205
+25% +$1.54M 0.53% 30
2016
Q4 		$5.8M Buy
36,527
+1,069
+3% +$163K 0.44% 39
2016
Q3 		$5.38M Sell
35,458
-2,448
-6% -$371K 0.45% 36
2016
Q2 		$5.5M Sell
37,906
-1,879
-5% -$269K 0.48% 34
2016
Q1 		$5.76M Sell
39,785
-4,714
-11% -$602K 0.52% 33
2015
Q4 		$5.86M Buy
44,499
+288
+0.7% +$38.7K 0.57% 31
2015
Q3 		$6.13M Buy
44,211
+2,719
+7% +$402K 0.67% 24
2015
Q2 		$6.45M Sell
41,492
-6,397
-13% -$1.03M 0.67% 24
2015
Q1 		$7.35M Sell
47,889
-17
-0% -$2.58K 0.79% 20
2014
Q4 		$7.35M Buy
47,906
+17,530
+58% +$2.79M 0.86% 17
2014
Q3 		$5.51M Buy
30,376
+5,122
+20% +$933K 0.74% 23
2014
Q2 		$4.38M Buy
25,254
+1,119
+5% +$201K 0.61% 26
2014
Q1 		$4.44M Buy
24,135
+2,405
+11% +$423K 0.65% 22
2013
Q4 		$3.9M Sell
21,730
-1,359
-6% -$234K 0.59% 26
2013
Q3 		$4.09M Buy
23,089
+1,370
+6% +$249K 0.68% 24
2013
Q2 		$3.97M Buy
+21,719
New +$4.23M 0.72% 24

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

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

Shelton Capital Management increased its IBM (IBM) stake by 0.22% in Q1 2026, buying an estimated $30.8K and bringing the position to 50,908 shares worth $12.3M. The position accounts for 0.27% of the portfolio, ranked #85.

Shelton Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17M in Q2 2024. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Shelton Capital Management held 50,908 shares of IBM worth $12.3M as of Q1 2026.
  • Shelton Capital Management bought 114 IBM shares in Q1 2026, an estimated $30.8K.
  • IBM made up 0.27% of Shelton Capital Management's portfolio in Q1 2026, its #85 holding.
  • Shelton Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's IBM position peaked at $17M in Q2 2024.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.