SKK
IBM icon

Shepherd Kaplan Krochuk’s IBM IBM Stock Holding History

Shepherd Kaplan Krochuk’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 		$611K Buy
2,519
+4
+0.2% +$1.08K 0.51% 40
2025
Q4 		$745K Sell
2,515
-103
-4% -$30.8K 0.62% 38
2025
Q3 		$739K Hold
2,618
– – 0.61% 40
2025
Q2 		$772K Sell
2,618
-335
-11% -$86.3K 0.67% 36
2025
Q1 		$734K Buy
2,953
+1
+0% +$245 0.63% 40
2024
Q4 		$649K Buy
2,952
+5
+0.2% +$1.11K 0.54% 39
2024
Q3 		$652K Buy
2,947
+1,080
+58% +$212K 0.49% 45
2024
Q2 		$323K Hold
1,867
– – 0.26% 53
2024
Q1 		$357K Buy
+1,867
New +$341K 0.28% 49
2018
Q1 		– Sell
-1,373
Closed -$201K – 262
2017
Q4 		$201K Buy
+1,373
New +$200K 0.12% 184

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

Shepherd Kaplan Krochuk's IBM Position: Q1 2026 in Review

Shepherd Kaplan Krochuk increased its IBM (IBM) stake by 0.16% in Q1 2026, buying an estimated $1.08K and bringing the position to 2,519 shares worth $611K. The position accounts for 0.51% of the portfolio, ranked #40.

Shepherd Kaplan Krochuk first reported a position in IBM in Q4 2017 and has held it in 10 quarters since. The position peaked at $772K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Shepherd Kaplan Krochuk held 2,519 shares of IBM worth $611K as of Q1 2026.
  • Shepherd Kaplan Krochuk bought 4 IBM shares in Q1 2026, an estimated $1.08K.
  • IBM made up 0.51% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #40 holding.
  • Shepherd Kaplan Krochuk first reported a position in IBM in Q4 2017 and has held it in 10 quarters since.
  • Shepherd Kaplan Krochuk's IBM position peaked at $772K in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.