Jackson Grant Investment Advisers’s IBM IBM Stock Holding History

Jackson Grant Investment Advisers’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	$1.01M	Buy	3,576 +4	+0.1%	+$1.01K	0.31%	53
2026 Q1	$866K	Buy	3,572 +4	+0.1%	+$1.08K	0.29%	55
2025 Q4	$1.06M	Buy	3,568 +203	+6%	+$60.8K	0.35%	44
2025 Q3	$950K	Buy	3,365 +303	+10%	+$79.3K	0.32%	47
2025 Q2	$903K	Buy	3,062 +4	+0.1%	+$1.03K	0.33%	46
2025 Q1	$760K	Sell	3,058 -39	-1%	-$9.54K	0.29%	49
2024 Q4	$681K	Sell	3,097 -1,478	-32%	-$329K	0.26%	54
2024 Q3	$1.01M	Buy	4,575 +15	+0.3%	+$2.94K	0.38%	41
2024 Q2	$789K	Buy	4,560 +6	+0.1%	+$1.04K	0.32%	48
2024 Q1	$870K	Sell	4,554 -464	-9%	-$84.6K	0.36%	44
2023 Q4	$821K	Buy	5,018 +10	+0.2%	+$1.51K	0.36%	46
2023 Q3	$703K	Buy	5,008 +12	+0.2%	+$1.71K	0.34%	49
2023 Q2	$669K	Buy	4,996 +12	+0.2%	+$1.55K	0.31%	52
2023 Q1	$653K	Buy	4,984 +12	+0.2%	+$1.6K	0.31%	53
2022 Q4	$700K	Buy	4,972 +11	+0.2%	+$1.52K	0.34%	51
2022 Q3	$589K	Buy	4,961 +13	+0.3%	+$1.71K	0.31%	52
2022 Q2	$699K	Buy	4,948 +21	+0.4%	+$2.83K	0.35%	46
2022 Q1	$641K	Buy	4,927 +267	+6%	+$34.8K	0.27%	54
2021 Q4	$623K	Sell	4,660 -201	-4%	-$25.2K	0.32%	44
2021 Q3	$646K	Buy	4,861 +550	+13%	+$73.5K	0.29%	52
2021 Q2	$604K	Buy	4,311 +6	+0.1%	+$820	0.27%	53
2021 Q1	$548K	Buy	4,305 +86	+2%	+$10.3K	0.25%	56
2020 Q4	$508K	Sell	4,219 -5	-0.1%	-$578	0.26%	53
2020 Q3	$491K	Sell	4,224 -249	-6%	-$29.3K	0.3%	48
2020 Q2	$516K	Buy	4,473 +7	+0.2%	+$813	0.33%	48
2020 Q1	$474K	Sell	4,466 -82	-2%	-$10.4K	0.35%	45
2019 Q4	$583K	Sell	4,548 -281	-6%	-$36.5K	0.32%	48
2019 Q3	$671K	Buy	4,829 +6	+0.1%	+$809	0.38%	41
2019 Q2	$636K	Buy	4,823 +7	+0.1%	+$920	0.37%	43
2019 Q1	$650K	Buy	4,816 +2,738	+132%	+$349K	0.39%	40
2018 Q4	$226K	Buy	2,078 +7	+0.3%	+$840	0.16%	71
2018 Q3	$299K	Buy	2,071 +5	+0.2%	+$699	0.19%	67
2018 Q2	$276K	Buy	2,066 +6	+0.3%	+$837	0.19%	65
2018 Q1	$302K	Sell	2,060 -74	-3%	-$11.2K	0.21%	59
2017 Q4	$313K	Buy	2,134 +6	+0.3%	+$872	0.21%	60
2017 Q3	$295K	Sell	2,128 -92	-4%	-$12.8K	0.21%	56
2017 Q2	$326K	Sell	2,220 -25	-1%	-$3.77K	0.25%	45
2017 Q1	$374K	Buy	2,245 +1,474	+191%	+$247K	0.3%	45
2016 Q4	$122K	Buy	771 +6	+0.8%	+$914	0.1%	83
2016 Q3	$116K	Buy	765 +6	+0.8%	+$911	0.1%	79
2016 Q2	$110K	Buy	759 +5	+0.7%	+$716	0.1%	74
2016 Q1	$109K	Buy	754 +5	+0.7%	+$639	0.1%	75
2015 Q4	$98K	Buy	+749	New	+$101K	0.09%	79

Other funds holding IBM

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

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jackson Grant Investment Advisers's IBM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its IBM (IBM) stake by 0.11% in Q2 2026, buying an estimated $1.01K and bringing the position to 3,576 shares worth $1.01M. The position accounts for 0.31% of the portfolio, ranked #53.

Jackson Grant Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.06M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Jackson Grant Investment Advisers held 3,576 shares of IBM worth $1.01M as of Q2 2026.
Jackson Grant Investment Advisers bought 4 IBM shares in Q2 2026, an estimated $1.01K.
IBM made up 0.31% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #53 holding.
Jackson Grant Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
Jackson Grant Investment Advisers's IBM position peaked at $1.06M in Q4 2025.
1,803 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.