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 Q2	$1.12M	Buy	3,980 +3	+0.1%	+$756	0.29%	73
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gilliland Jeter Wealth Management's IBM Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its IBM (IBM) stake by 0.08% in Q2 2026, buying an estimated $756 and bringing the position to 3,980 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #73.

Gilliland Jeter Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Gilliland Jeter Wealth Management held 3,980 shares of IBM worth $1.12M as of Q2 2026.
Gilliland Jeter Wealth Management bought 3 IBM shares in Q2 2026, an estimated $756.
IBM made up 0.29% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #73 holding.
Gilliland Jeter Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's IBM position peaked at $1.18M in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.