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Shotwell Rutter Baer’s IBM IBM Stock Holding History

Shotwell Rutter Baer’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 		$563K Hold
2,002
– – 0.31% 27
2026
Q1 		$485K Hold
2,002
– – 0.29% 30
2025
Q4 		$606K Hold
2,002
– – 0.36% 25
2025
Q3 		$579K Hold
2,002
– – 0.37% 24
2025
Q2 		$584K Hold
2,002
– – 0.4% 23
2025
Q1 		$455K Hold
2,002
– – 0.4% 26
2024
Q4 		$440K Hold
2,002
– – 0.37% 28
2024
Q3 		$452K Hold
2,002
– – 0.37% 25
2024
Q2 		$353K Buy
2,002
+3
+0.2% +$521 0.31% 30
2024
Q1 		$378K Buy
1,999
+2
+0.1% +$365 0.77% 14
2023
Q4 		$331K Buy
+1,997
New +$302K 0.32% 31

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

Shotwell Rutter Baer's IBM Position: Q2 2026 in Review

Shotwell Rutter Baer held its IBM (IBM) position steady in Q2 2026 at 2,002 shares worth $563K. The position accounts for 0.31% of the portfolio, ranked #27.

Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $606K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shotwell Rutter Baer held 2,002 shares of IBM worth $563K as of Q2 2026.
  • Shotwell Rutter Baer left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.31% of Shotwell Rutter Baer's portfolio in Q2 2026, its #27 holding.
  • Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Shotwell Rutter Baer's IBM position peaked at $606K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.