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DHJJ Financial Advisors’s IBM IBM Stock Holding History

DHJJ Financial Advisors’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 		$126K Hold
519
– – 0.04% 257
2025
Q4 		$154K Hold
519
– – 0.05% 221
2025
Q3 		$147K Hold
519
– – 0.05% 213
2025
Q2 		$153K Buy
519
+380
+273% +$97.9K 0.06% 199
2025
Q1 		$34.6K Hold
139
– – 0.01% 361
2024
Q4 		$30.6K Hold
139
– – 0.01% 371
2024
Q3 		$30.7K Hold
139
– – 0.01% 372
2024
Q2 		$24K Hold
139
– – 0.01% 362
2024
Q1 		$26.5K Hold
139
– – 0.01% 340
2023
Q4 		$22.7K Hold
139
– – 0.01% 352
2023
Q3 		$19.5K Buy
+139
New +$19.8K 0.01% 357

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

DHJJ Financial Advisors's IBM Position: Q1 2026 in Review

DHJJ Financial Advisors held its IBM (IBM) position steady in Q1 2026 at 519 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #257.

DHJJ Financial Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $154K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • DHJJ Financial Advisors held 519 shares of IBM worth $126K as of Q1 2026.
  • DHJJ Financial Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.04% of DHJJ Financial Advisors's portfolio in Q1 2026, its #257 holding.
  • DHJJ Financial Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's IBM position peaked at $154K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.