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Jackson Hole Capital Partners’s IBM IBM Stock Holding History

Jackson Hole Capital Partners’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 		$5.71M Sell
23,537
-103
-0.4% -$27.9K 0.94% 29
2025
Q4 		$7M Sell
23,640
-163
-0.7% -$48.8K 1.2% 21
2025
Q3 		$6.72M Sell
23,803
-508
-2% -$133K 1.15% 18
2025
Q2 		$7.17M Buy
24,311
+201
+0.8% +$51.8K 1.31% 15
2025
Q1 		$6M Sell
24,110
-969
-4% -$237K 1.19% 19
2024
Q4 		$5.51M Sell
25,079
-19
-0.1% -$4.23K 1.11% 21
2024
Q3 		$5.55M Sell
25,098
-88
-0.3% -$17.3K 1.16% 23
2024
Q2 		$4.36M Buy
25,186
+1,593
+7% +$277K 0.95% 26
2024
Q1 		$4.51M Buy
23,593
+3,300
+16% +$602K 1.02% 27
2023
Q4 		$3.32M Buy
20,293
+2,523
+14% +$381K 0.84% 29
2023
Q3 		$2.49M Sell
17,770
-3,418
-16% -$486K 0.73% 33
2023
Q2 		$2.84M Sell
21,188
-555
-3% -$71.6K 0.78% 34
2023
Q1 		$2.89M Buy
21,743
+172
+0.8% +$23K 0.76% 33
2022
Q4 		$3.04M Buy
21,571
+1,246
+6% +$172K 0.91% 31
2022
Q3 		$2.42M Buy
20,325
+1,817
+10% +$238K 0.74% 39
2022
Q2 		$2.61M Buy
18,508
+358
+2% +$48.3K 0.82% 34
2022
Q1 		$2.36M Buy
18,150
+1,996
+12% +$260K 0.68% 43
2021
Q4 		$2.16M Sell
16,154
-1,209
-7% -$152K 0.67% 45
2021
Q3 		$2.31M Buy
17,363
+620
+4% +$82.9K 0.75% 42
2021
Q2 		$2.35M Buy
16,743
+1,666
+11% +$228K 0.81% 37
2021
Q1 		$1.92M Buy
15,077
+1,317
+10% +$158K 0.79% 40
2020
Q4 		$1.66M Buy
13,760
+632
+5% +$73K 0.75% 47
2020
Q3 		$1.53M Buy
13,128
+104
+0.8% +$12.2K 0.8% 38
2020
Q2 		$1.5M Buy
13,024
+910
+8% +$106K 0.91% 36
2020
Q1 		$1.28M Sell
12,114
-1,380
-10% -$175K 0.96% 35
2019
Q4 		$1.73M Sell
13,494
-19
-0.1% -$2.47K 0.95% 31
2019
Q3 		$1.88M Buy
13,513
+3,244
+32% +$438K 1.06% 24
2019
Q2 		$1.35M Buy
10,269
+1,133
+12% +$149K 0.84% 23
2019
Q1 		$1.23M Buy
9,136
+152
+2% +$19.4K 1.09% 24
2018
Q4 		$976K Buy
+8,984
New +$1.08M 1.03% 30

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Hole Capital Partners's IBM Position: Q1 2026 in Review

Jackson Hole Capital Partners reduced its IBM (IBM) stake by 0.44% in Q1 2026, selling an estimated $27.9K and leaving 23,537 shares worth $5.71M. The position accounts for 0.94% of the portfolio, ranked #29.

Jackson Hole Capital Partners first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.17M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jackson Hole Capital Partners held 23,537 shares of IBM worth $5.71M as of Q1 2026.
  • Jackson Hole Capital Partners sold 103 IBM shares in Q1 2026, an estimated $27.9K.
  • IBM made up 0.94% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #29 holding.
  • Jackson Hole Capital Partners first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's IBM position peaked at $7.17M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.