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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
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 $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

Shotwell Rutter Baer's IBM Position: Q1 2026 in Review

Shotwell Rutter Baer held its IBM (IBM) position steady in Q1 2026 at 2,002 shares worth $485K. The position accounts for 0.29% of the portfolio, ranked #30.

Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $606K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Shotwell Rutter Baer held 2,002 shares of IBM worth $485K as of Q1 2026.
  • Shotwell Rutter Baer left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.29% of Shotwell Rutter Baer's portfolio in Q1 2026, its #30 holding.
  • Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Shotwell Rutter Baer's IBM position peaked at $606K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.