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Jacobi Capital Management’s IBM IBM Stock Holding History

Jacobi Capital 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 		$6.41M Buy
26,438
+375
+1% +$101K 0.36% 50
2025
Q4 		$7.72M Sell
26,063
-230
-0.9% -$68.9K 0.45% 34
2025
Q3 		$7.42M Sell
26,293
-822
-3% -$215K 0.45% 36
2025
Q2 		$7.99M Sell
27,115
-494
-2% -$127K 0.53% 28
2025
Q1 		$6.87M Buy
27,609
+323
+1% +$79K 0.51% 30
2024
Q4 		$6M Sell
27,286
-172
-0.6% -$38.3K 0.45% 38
2024
Q3 		$6.07M Buy
27,458
+665
+2% +$130K 0.46% 38
2024
Q2 		$4.63M Buy
26,793
+367
+1% +$63.8K 0.4% 44
2024
Q1 		$5.05M Sell
26,426
-306
-1% -$55.8K 0.47% 35
2023
Q4 		$4.37M Sell
26,732
-29
-0.1% -$4.38K 0.45% 38
2023
Q3 		$3.75M Buy
26,761
+109
+0.4% +$15.5K 0.42% 41
2023
Q2 		$3.57M Sell
26,652
-271
-1% -$35K 0.4% 44
2023
Q1 		$3.53M Buy
26,923
+1,816
+7% +$243K 0.42% 45
2022
Q4 		$3.54M Sell
25,107
-217
-0.9% -$29.9K 0.44% 41
2022
Q3 		$3.01M Buy
25,324
+1,077
+4% +$141K 0.41% 44
2022
Q2 		$3.42M Buy
24,247
+93
+0.4% +$12.6K 0.46% 37
2022
Q1 		$3.14M Buy
24,154
+1,069
+5% +$139K 0.38% 44
2021
Q4 		$3.09M Buy
23,085
+961
+4% +$121K 0.37% 45
2021
Q3 		$2.94M Buy
22,124
+2,367
+12% +$316K 0.37% 45
2021
Q2 		$2.77M Sell
19,757
-154
-0.8% -$21.1K 0.37% 46
2021
Q1 		$2.54M Buy
19,911
+854
+4% +$102K 0.37% 47
2020
Q4 		$2.27M Sell
19,057
-1,233
-6% -$143K 0.36% 48
2020
Q3 		$2.33M Buy
20,290
+916
+5% +$108K 0.41% 42
2020
Q2 		$2.27M Buy
19,374
+1,625
+9% +$189K 0.42% 45
2020
Q1 		$1.91M Buy
17,749
+148
+0.8% +$18.7K 0.41% 48
2019
Q4 		$2.28M Sell
17,601
-385
-2% -$50K 0.42% 49
2019
Q3 		$2.46M Buy
17,986
+18
+0.1% +$2.43K 0.49% 36
2019
Q2 		$2.38M Buy
17,968
+6,439
+56% +$846K 0.48% 37
2019
Q1 		$1.55M Sell
11,529
-1,093
-9% -$139K 0.4% 41
2018
Q4 		$1.37M Buy
12,622
+5,158
+69% +$619K 0.38% 42
2018
Q3 		$1.08M Sell
7,464
-692
-8% -$96.7K 0.29% 54
2018
Q2 		$1.09M Buy
8,156
+1,693
+26% +$236K 0.31% 49
2018
Q1 		$927K Buy
6,463
+1,510
+30% +$228K 0.28% 52
2017
Q4 		$774K Buy
4,953
+112
+2% +$16.3K 0.25% 61
2017
Q3 		$682K Buy
4,841
+769
+19% +$107K 0.23% 63
2017
Q2 		$597K Buy
4,072
+258
+7% +$38.9K 0.23% 57
2017
Q1 		$630K Buy
3,814
+652
+21% +$109K 0.32% 52
2016
Q4 		$507K Sell
3,162
-725
-19% -$110K 0.31% 48
2016
Q3 		$581K Sell
3,887
-105
-3% -$15.9K 0.27% 48
2016
Q2 		$581K Buy
+3,992
New +$571K 0.29% 44

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

Jacobi Capital Management's IBM Position: Q1 2026 in Review

Jacobi Capital Management increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $101K and bringing the position to 26,438 shares worth $6.41M. The position accounts for 0.36% of the portfolio, ranked #50.

Jacobi Capital Management first reported a position in IBM in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.99M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jacobi Capital Management held 26,438 shares of IBM worth $6.41M as of Q1 2026.
  • Jacobi Capital Management bought 375 IBM shares in Q1 2026, an estimated $101K.
  • IBM made up 0.36% of Jacobi Capital Management's portfolio in Q1 2026, its #50 holding.
  • Jacobi Capital Management first reported a position in IBM in Q2 2016 and has held it in 40 quarters since.
  • Jacobi Capital Management's IBM position peaked at $7.99M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.