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Jacksonville Wealth Management’s IBM IBM Stock Holding History

Jacksonville 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 		$367K Buy
1,514
+1
+0.1% +$271 0.25% 51
2025
Q4 		$448K Hold
1,513
– – 0.32% 49
2025
Q3 		$427K Buy
1,513
+1
+0.1% +$262 0.31% 45
2025
Q2 		$446K Buy
1,512
+1
+0.1% +$258 0.36% 45
2025
Q1 		$376K Buy
1,511
+1
+0.1% +$245 0.37% 45
2024
Q4 		$332K Buy
+1,510
New +$336K 0.31% 51

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

Jacksonville Wealth Management's IBM Position: Q1 2026 in Review

Jacksonville Wealth Management increased its IBM (IBM) stake by 0.07% in Q1 2026, buying an estimated $271 and bringing the position to 1,514 shares worth $367K. The position accounts for 0.25% of the portfolio, ranked #51.

Jacksonville Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jacksonville Wealth Management held 1,514 shares of IBM worth $367K as of Q1 2026.
  • Jacksonville Wealth Management bought 1 IBM share in Q1 2026, an estimated $271.
  • IBM made up 0.25% of Jacksonville Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Jacksonville Wealth Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's IBM position peaked at $448K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.