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Shoker Investment Counsel’s IBM IBM Stock Holding History

Shoker Investment Counsel’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 		$278K Buy
1,148
+5
+0.4% +$1.35K 0.08% 98
2025
Q4 		$339K Buy
1,143
+5
+0.4% +$1.5K 0.1% 90
2025
Q3 		$321K Buy
1,138
+6
+0.5% +$1.57K 0.09% 94
2025
Q2 		$334K Buy
1,132
+5
+0.4% +$1.29K 0.1% 92
2025
Q1 		$280K Buy
1,127
+5
+0.4% +$1.22K 0.09% 88
2024
Q4 		$247K Buy
1,122
+6
+0.5% +$1.34K 0.08% 90
2024
Q3 		$247K Buy
+1,116
New +$219K 0.08% 94
2024
Q2 		– Sell
-1,101
Closed -$209K – 102
2024
Q1 		$209K Buy
+1,101
New +$201K 0.07% 96
2022
Q1 		– Sell
-1,773
Closed -$237K – 97
2021
Q4 		$237K Sell
1,773
-915
-34% -$115K 0.11% 91
2021
Q3 		$357K Sell
2,688
-606
-18% -$81K 0.18% 73
2021
Q2 		$461K Sell
3,294
-406
-11% -$55.5K 0.23% 69
2021
Q1 		$471K Sell
3,700
-2,221
-38% -$266K 0.25% 64
2020
Q4 		$712K Sell
5,921
-509
-8% -$58.8K 0.4% 57
2020
Q3 		$747K Buy
6,430
+37
+0.6% +$4.36K 0.49% 55
2020
Q2 		$738K Buy
6,393
+61
+1% +$7.08K 0.51% 53
2020
Q1 		$671K Buy
+6,332
New +$801K 0.56% 50
2017
Q3 		– Sell
-1,868
Closed -$274K – 107
2017
Q2 		$274K Sell
1,868
-72
-4% -$10.9K 0.22% 88
2017
Q1 		$323K Sell
1,940
-12
-0.6% -$2.01K 0.27% 81
2016
Q4 		$309K Buy
1,952
+69
+4% +$10.5K 0.26% 83
2016
Q3 		$285K Buy
1,883
+2
+0.1% +$304 0.24% 83
2016
Q2 		$272K Buy
1,881
+2
+0.1% +$286 0.24% 83
2016
Q1 		$272K Buy
+1,879
New +$240K 0.26% 83

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

Shoker Investment Counsel's IBM Position: Q1 2026 in Review

Shoker Investment Counsel increased its IBM (IBM) stake by 0.44% in Q1 2026, buying an estimated $1.35K and bringing the position to 1,148 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #98.

Shoker Investment Counsel first reported a position in IBM in Q1 2016 and has held it in 22 quarters since. The position peaked at $747K in Q3 2020. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Shoker Investment Counsel held 1,148 shares of IBM worth $278K as of Q1 2026.
  • Shoker Investment Counsel bought 5 IBM shares in Q1 2026, an estimated $1.35K.
  • IBM made up 0.08% of Shoker Investment Counsel's portfolio in Q1 2026, its #98 holding.
  • Shoker Investment Counsel first reported a position in IBM in Q1 2016 and has held it in 22 quarters since.
  • Shoker Investment Counsel's IBM position peaked at $747K in Q3 2020.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.