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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
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 $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 Thornton Wealth Management's IBM Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $39.5K and bringing the position to 1,273 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #191.

Jackson Thornton Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,273 shares of IBM worth $294K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 146 IBM shares in Q1 2026, an estimated $39.5K.
  • IBM made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Jackson Thornton Wealth Management first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's IBM position peaked at $341K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.