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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 $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

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

Shelton Capital Management reduced its IBM (IBM) stake by 0.17% in Q2 2026, selling an estimated $21.7K and leaving 50,822 shares worth $14.3M. The position accounts for 0.27% of the portfolio, ranked #82.

Shelton Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $17M in Q2 2024. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shelton Capital Management held 50,822 shares of IBM worth $14.3M as of Q2 2026.
  • Shelton Capital Management sold 86 IBM shares in Q2 2026, an estimated $21.7K.
  • IBM made up 0.27% of Shelton Capital Management's portfolio in Q2 2026, its #82 holding.
  • Shelton Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's IBM position peaked at $17M in Q2 2024.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.