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Jackson Wealth Management’s IBM IBM Stock Holding History

Jackson 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
2025
Q3 		– Sell
-2,264
Closed -$667K – 168
2025
Q2 		$667K Buy
+2,264
New +$583K 0.07% 100
2021
Q1 		– Sell
-10,879
Closed -$1.31M – 126
2020
Q4 		$1.31M Hold
10,879
– – 0.18% 103
2020
Q3 		$1.26M Sell
10,879
-11
-0.1% -$1.29K 0.19% 90
2020
Q2 		$1.26M Buy
+10,890
New +$1.26M 0.22% 86
2015
Q2 		– Sell
-5,938
Closed -$911K – 109
2015
Q1 		$911K Buy
+5,938
New +$901K 0.29% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jackson Wealth Management's IBM Position: Q3 2025 in Review

Jackson Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 2,264 shares — an estimated $667K sold.

Jackson Wealth Management first reported a position in IBM in Q1 2015 and held it in 5 quarters. The position peaked at $1.31M in Q4 2020. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Jackson Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 2,264 IBM shares in Q3 2025, an estimated $667K.
  • Jackson Wealth Management first reported a position in IBM in Q1 2015 and held it in 5 quarters.
  • Jackson Wealth Management's IBM position peaked at $1.31M in Q4 2020.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.