Gilliland Jeter Wealth Management’s IBM IBM Stock Holding History

Gilliland Jeter 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 Q1	$964K	Buy	3,977 +4	+0.1%	+$1.08K	0.29%	72
2025 Q4	$1.18M	Buy	3,973 +3	+0.1%	+$898	0.36%	56
2025 Q3	$1.12M	Buy	3,970 +3	+0.1%	+$785	0.35%	60
2025 Q2	$1.17M	Buy	3,967 +3	+0.1%	+$773	0.38%	60
2025 Q1	$986K	Sell	3,964 -6	-0.2%	-$1.47K	0.35%	65
2024 Q4	$873K	Buy	3,970 +3	+0.1%	+$668	0.29%	73
2024 Q3	$877K	Sell	3,967 -99	-2%	-$19.4K	0.28%	76
2024 Q2	$703K	Buy	4,066 +6	+0.1%	+$1.04K	0.24%	86
2024 Q1	$775K	Buy	4,060 +6	+0.1%	+$1.09K	0.27%	83
2023 Q4	$663K	Buy	+4,054	New	+$613K	0.27%	89

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

Gilliland Jeter Wealth Management's IBM Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its IBM (IBM) stake by 0.1% in Q1 2026, buying an estimated $1.08K and bringing the position to 3,977 shares worth $964K. The position accounts for 0.29% of the portfolio, ranked #72.

Gilliland Jeter Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Gilliland Jeter Wealth Management held 3,977 shares of IBM worth $964K as of Q1 2026.
Gilliland Jeter Wealth Management bought 4 IBM shares in Q1 2026, an estimated $1.08K.
IBM made up 0.29% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #72 holding.
Gilliland Jeter Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's IBM position peaked at $1.18M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.