JTWM
IBM icon

Jackson Thornton Wealth Management’s IBM IBM Stock Holding History

Jackson Thornton 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 		$633K Buy
2,251
+978
+77% +$246K 0.05% 114
2026
Q1 		$294K Buy
1,273
+146
+13% +$39.5K 0.03% 191
2025
Q4 		$341K Sell
1,127
-25
-2% -$7.49K 0.03% 170
2025
Q3 		$333K Buy
1,152
+446
+63% +$117K 0.03% 165
2025
Q2 		$205K Sell
706
-526
-43% -$136K 0.02% 140
2025
Q1 		$294K Buy
+1,232
New +$301K 0.04% 69

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Thornton Wealth Management's IBM Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its IBM (IBM) stake by 77% in Q2 2026, buying an estimated $246K and bringing the position to 2,251 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #114.

Jackson Thornton Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,251 shares of IBM worth $633K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 978 IBM shares in Q2 2026, an estimated $246K.
  • IBM made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Jackson Thornton Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.