Carlton Hofferkamp & Jenks Wealth Management’s IBM IBM Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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	$885K	Buy	4,302 +2	+0%	+$504	0.29%	68
2026 Q1	$981K	Sell	4,300 -72	-2%	-$19.5K	0.33%	66
2025 Q4	$1.3M	Sell	4,372 -20	-0.5%	-$5.99K	0.43%	48
2025 Q3	$1.38M	Sell	4,392 -150	-3%	-$39.3K	0.46%	46
2025 Q2	$1.18M	Sell	4,542 -141	-3%	-$36.3K	0.43%	52
2025 Q1	$1.12M	Hold	4,683	–	–	0.46%	48
2024 Q4	$1.23M	Hold	4,683	–	–	0.46%	48
2024 Q3	$966K	Hold	4,683	–	–	0.37%	61
2024 Q2	$895K	Hold	4,683	–	–	0.35%	65
2024 Q1	$791K	Sell	4,683 -434	-8%	-$79.2K	0.33%	72
2023 Q4	$890K	Hold	5,117	–	–	0.37%	63
2023 Q3	$701K	Buy	5,117 +100	+2%	+$14.2K	0.33%	71
2023 Q2	$724K	Buy	5,017 +16	+0.3%	+$2.06K	0.32%	72
2023 Q1	$610K	Sell	5,001 -132	-3%	-$17.7K	0.28%	82
2022 Q4	$690K	Buy	5,133 +9	+0.2%	+$1.24K	0.3%	80
2022 Q3	$666K	Sell	5,124 -183	-3%	-$24K	0.31%	78
2022 Q2	$745K	Hold	5,307	–	–	0.34%	75
2022 Q1	$678K	Buy	5,307 +315	+6%	+$41.1K	0.28%	81
2021 Q4	$679K	Buy	4,992 +6	+0.1%	+$753	0.29%	79
2021 Q3	$594K	Buy	4,986 +104	+2%	+$13.9K	0.24%	90
2021 Q2	$648K	Sell	4,882 -935	-16%	-$128K	0.28%	84
2021 Q1	$790K	Sell	5,817 -468	-7%	-$56K	0.35%	69
2020 Q4	$775K	Sell	6,285 -77	-1%	-$8.9K	0.38%	66
2020 Q3	$713K	Buy	6,362 +4,293	+207%	+$505K	0.37%	66
2020 Q2	$248K	Buy	+2,069	New	+$240K	0.14%	96
2019 Q3	–	Sell	-1,474	Closed	-$202K	–	96
2019 Q2	$202K	Buy	+1,474	New	+$194K	0.12%	94

Other funds holding IBM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IBM Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its IBM (IBM) stake by 0.05% in Q2 2026, buying an estimated $504 and bringing the position to 4,302 shares worth $885K. The position accounts for 0.29% of the portfolio, ranked #68.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.38M in Q3 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 4,302 shares of IBM worth $885K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.29% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #68 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in IBM in Q2 2019 and has held it in 26 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's IBM position peaked at $1.38M in Q3 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.