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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
2016
Q1 		– Sell
-4,498
Closed -$592K – 767
2015
Q4 		$592K Hold
4,498
– – 0.06% 305
2015
Q3 		$623K Sell
4,498
-4,498
-50% -$664K 0.07% 273
2015
Q2 		$1.4M Sell
8,996
-4,393
-33% -$706K 0.14% 140
2015
Q1 		$2.05M Buy
+13,389
New +$2.03M 0.22% 98

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.