Shuttleworth & Co’s IBM IBM Stock Holding History

Shuttleworth & Co’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	–	Sell	-797	Closed	-$236K	–	55
2025 Q4	$236K	Sell	797 -5	-0.6%	-$1.5K	0.22%	56
2025 Q3	$226K	Buy	+802	New	+$210K	0.21%	61

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shuttleworth & Co's IBM Position: Q1 2026 in Review

Shuttleworth & Co sold out of IBM (IBM) in Q1 2026, closing a stake of 797 shares — an estimated $236K sold.

Shuttleworth & Co first reported a position in IBM in Q3 2025 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Shuttleworth & Co reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Shuttleworth & Co sold 797 IBM shares in Q1 2026, an estimated $236K.
Shuttleworth & Co first reported a position in IBM in Q3 2025 and held it in 2 quarters.
Shuttleworth & Co's IBM position peaked at $236K in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Shuttleworth & Co's 13F filing for Q1 2026, filed 20 May 2026.