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 Q3	$440K	Hold	2,002	–	–	0.24%	30
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Shotwell Rutter Baer's IBM Position: Q3 2026 in Review

Shotwell Rutter Baer held its IBM (IBM) position steady in Q3 2026 at 2,002 shares worth $440K. The position accounts for 0.24% of the portfolio, ranked #30.

Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $606K in Q4 2025. 711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Shotwell Rutter Baer held 2,002 shares of IBM worth $440K as of Q3 2026.
Shotwell Rutter Baer left its IBM share count unchanged in Q3 2026.
IBM made up 0.24% of Shotwell Rutter Baer's portfolio in Q3 2026, its #30 holding.
Shotwell Rutter Baer first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Shotwell Rutter Baer's IBM position peaked at $606K in Q4 2025.
711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.