SDAM
IBM icon

Shulman DeMeo Asset Management’s IBM IBM Stock Holding History

Shulman DeMeo Asset Management’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 		$2.22M Buy
7,882
+14
+0.2% +$3.53K 0.41% 21
2026
Q1 		$1.91M Sell
7,868
-77
-1% -$20.8K 0.41% 21
2025
Q4 		$2.35M Sell
7,945
-152
-2% -$45.5K 0.53% 15
2025
Q3 		$2.28M Sell
8,097
-35
-0.4% -$9.16K 0.53% 17
2025
Q2 		$2.4M Sell
8,132
-154
-2% -$39.7K 0.59% 15
2025
Q1 		$2.06M Sell
8,286
-11
-0.1% -$2.69K 0.58% 15
2024
Q4 		$1.82M Sell
8,297
-314
-4% -$69.9K 0.49% 17
2024
Q3 		$1.9M Buy
8,611
+5
+0.1% +$980 0.47% 18
2024
Q2 		$1.49M Buy
8,606
+9
+0.1% +$1.56K 0.39% 20
2024
Q1 		$1.64M Buy
8,597
+22
+0.3% +$4.01K 0.43% 18
2023
Q4 		$1.4M Sell
8,575
-86
-1% -$13K 0.4% 19
2023
Q3 		$1.22M Sell
8,661
-600
-6% -$85.4K 0.41% 20
2023
Q2 		$1.24M Sell
9,261
-382
-4% -$49.3K 0.37% 22
2023
Q1 		$1.26M Sell
9,643
-143
-1% -$19.1K 0.4% 21
2022
Q4 		$1.38M Sell
9,786
-15
-0.2% -$2.07K 0.46% 19
2022
Q3 		$1.16M Sell
9,801
-23
-0.2% -$3.02K 0.41% 24
2022
Q2 		$1.39M Sell
9,824
-158
-2% -$21.3K 0.46% 20
2022
Q1 		$1.3M Buy
9,982
+280
+3% +$36.5K 0.36% 31
2021
Q4 		$1.3M Sell
9,702
-321
-3% -$40.3K 0.34% 31
2021
Q3 		$1.33M Buy
+10,023
New +$1.34M 1.15% 17
2021
Q2 		– Sell
-8,878
Closed -$1.13M – 96
2021
Q1 		$1.13M Buy
8,878
+5,939
+202% +$711K 0.31% 38
2020
Q4 		$354K Buy
2,939
+369
+14% +$42.6K 0.1% 94
2020
Q3 		$299K Buy
2,570
+532
+26% +$62.6K 0.1% 86
2020
Q2 		$235K Buy
2,038
+93
+5% +$10.8K 0.09% 95
2020
Q1 		$206K Buy
1,945
+10
+0.5% +$1.26K 0.1% 89
2019
Q4 		$248K Buy
1,935
+26
+1% +$3.38K 0.09% 110
2019
Q3 		$265K Buy
1,909
+5
+0.3% +$674 0.09% 105
2019
Q2 		$251K Buy
1,904
+4
+0.2% +$525 0.09% 107
2019
Q1 		$256K Buy
+1,900
New +$242K 0.1% 101

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

Shulman DeMeo Asset Management's IBM Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its IBM (IBM) stake by 0.18% in Q2 2026, buying an estimated $3.53K and bringing the position to 7,882 shares worth $2.22M. The position accounts for 0.41% of the portfolio, ranked #21.

Shulman DeMeo Asset Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.4M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shulman DeMeo Asset Management held 7,882 shares of IBM worth $2.22M as of Q2 2026.
  • Shulman DeMeo Asset Management bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.41% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #21 holding.
  • Shulman DeMeo Asset Management first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's IBM position peaked at $2.4M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.