Glass Jacobson Investment Advisors’s IBM IBM Stock Holding History

Glass Jacobson Investment 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 Q2	$97.6K	Hold	347	–	–	0.03%	259
2026 Q1	$84.1K	Hold	347	–	–	0.03%	261
2025 Q4	$103K	Hold	347	–	–	0.04%	235
2025 Q3	$97.9K	Hold	347	–	–	0.04%	232
2025 Q2	$102K	Sell	347 -255	-42%	-$65.7K	0.04%	225
2025 Q1	$132K	Hold	602	–	–	0.04%	267
2024 Q4	$132K	Buy	602 +22	+4%	+$4.9K	0.04%	267
2024 Q3	$128K	Hold	580	–	–	0.04%	258
2024 Q2	$100K	Hold	580	–	–	0.04%	268
2024 Q1	$111K	Buy	580 +20	+4%	+$3.65K	0.04%	264
2023 Q4	$91.6K	Hold	560	–	–	0.04%	277
2023 Q3	$78.6K	Hold	560	–	–	0.04%	282
2023 Q2	$74.9K	Buy	+560	New	+$72.3K	0.03%	293
2022 Q4	$107K	Buy	+760	New	+$105K	0.05%	262

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Glass Jacobson Investment Advisors's IBM Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its IBM (IBM) position steady in Q2 2026 at 347 shares worth $97.6K. The position accounts for 0.03% of the portfolio, ranked #259.

Glass Jacobson Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $132K in Q1 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Glass Jacobson Investment Advisors held 347 shares of IBM worth $97.6K as of Q2 2026.
Glass Jacobson Investment Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #259 holding.
Glass Jacobson Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's IBM position peaked at $132K in Q1 2025.
2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.