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J.W. Coons Advisors’s IBM IBM Stock Holding History

J.W. Coons 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
2025
Q2 		$7.07M Buy
23,990
+3,682
+18% +$949K 1.6% 10
2025
Q1 		$5.05M Buy
20,308
+500
+3% +$122K 1.33% 14
2024
Q4 		$4.35M Buy
19,808
+197
+1% +$43.9K 1.12% 22
2024
Q3 		$4.34M Buy
19,611
+290
+2% +$56.9K 1.08% 21
2024
Q2 		$3.34M Sell
19,321
-412
-2% -$71.6K 0.81% 30
2024
Q1 		$3.77M Buy
19,733
+1,357
+7% +$248K 0.85% 26
2023
Q4 		$3.01M Hold
18,376
– – 0.81% 29
2023
Q3 		$2.58M Sell
18,376
-1,792
-9% -$255K 0.74% 35
2023
Q2 		$2.7M Sell
20,168
-430
-2% -$55.5K 0.74% 35
2023
Q1 		$2.7M Sell
20,598
-400
-2% -$53.5K 0.78% 35
2022
Q4 		$2.96M Buy
20,998
+3,112
+17% +$429K 0.88% 30
2022
Q3 		$2.13M Buy
17,886
+1,509
+9% +$198K 0.8% 38
2022
Q2 		$2.31M Buy
16,377
+100
+0.6% +$13.5K 0.82% 35
2022
Q1 		$2.12M Buy
16,277
+952
+6% +$124K 0.63% 46
2021
Q4 		$2.05M Sell
15,325
-496
-3% -$62.2K 0.62% 45
2021
Q3 		$2.1M Sell
15,821
-209
-1% -$27.9K 0.72% 41
2021
Q2 		$2.25M Buy
16,030
+105
+0.7% +$14.4K 0.8% 38
2021
Q1 		$2.03M Sell
15,925
-230
-1% -$27.5K 0.73% 39
2020
Q4 		$1.95M Sell
16,155
-293
-2% -$33.9K 0.75% 40
2020
Q3 		$1.91M Sell
16,448
-342
-2% -$40.3K 0.8% 35
2020
Q2 		$1.94M Sell
16,790
-1,517
-8% -$176K 0.86% 34
2020
Q1 		$1.94M Buy
+18,307
New +$2.32M 1.02% 24

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

J.W. Coons Advisors's IBM Position: Q2 2025 in Review

J.W. Coons Advisors increased its IBM (IBM) stake by 18% in Q2 2025, buying an estimated $949K and bringing the position to 23,990 shares worth $7.07M. The position accounts for 1.6% of the portfolio, ranked #10.

J.W. Coons Advisors first reported a position in IBM in Q1 2020 and has held it in 22 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • J.W. Coons Advisors held 23,990 shares of IBM worth $7.07M as of Q2 2025.
  • J.W. Coons Advisors bought 3,682 IBM shares in Q2 2025, an estimated $949K.
  • IBM made up 1.6% of J.W. Coons Advisors's portfolio in Q2 2025, its #10 holding.
  • J.W. Coons Advisors first reported a position in IBM in Q1 2020 and has held it in 22 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.