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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
Q2 		$2.17M Buy
7,704
+5,185
+206% +$1.31M 1.72% 20
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 $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 $3.38T AUM 44.17% 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

Shepherd Kaplan Krochuk's IBM Position: Q2 2026 in Review

Shepherd Kaplan Krochuk increased its IBM (IBM) stake by 206% in Q2 2026, buying an estimated $1.31M and bringing the position to 7,704 shares worth $2.17M. The position accounts for 1.72% of the portfolio, ranked #20.

Shepherd Kaplan Krochuk first reported a position in IBM in Q4 2017 and has held it in 11 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shepherd Kaplan Krochuk held 7,704 shares of IBM worth $2.17M as of Q2 2026.
  • Shepherd Kaplan Krochuk bought 5,185 IBM shares in Q2 2026, an estimated $1.31M.
  • IBM made up 1.72% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #20 holding.
  • Shepherd Kaplan Krochuk first reported a position in IBM in Q4 2017 and has held it in 11 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.