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Jacobsen Capital Management’s IBM IBM Stock Holding History

Jacobsen 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 		$440K Sell
1,817
-95
-5% -$25.7K 0.15% 63
2025
Q4 		$566K Buy
1,912
+71
+4% +$21.3K 0.19% 50
2025
Q3 		$519K Buy
1,841
+46
+3% +$12K 0.18% 52
2025
Q2 		$529K Buy
1,795
+276
+18% +$71.1K 0.19% 48
2025
Q1 		$378K Buy
1,519
+174
+13% +$42.6K 0.16% 55
2024
Q4 		$296K Buy
1,345
+2
+0.1% +$445 0.13% 66
2024
Q3 		$297K Buy
1,343
+20
+2% +$3.92K 0.13% 66
2024
Q2 		$229K Buy
1,323
+178
+16% +$30.9K 0.1% 84
2024
Q1 		$219K Buy
+1,145
New +$209K 0.1% 84

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

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

Jacobsen Capital Management reduced its IBM (IBM) stake by 5% in Q1 2026, selling an estimated $25.7K and leaving 1,817 shares worth $440K. The position accounts for 0.15% of the portfolio, ranked #63.

Jacobsen Capital Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $566K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jacobsen Capital Management held 1,817 shares of IBM worth $440K as of Q1 2026.
  • Jacobsen Capital Management sold 95 IBM shares in Q1 2026, an estimated $25.7K.
  • IBM made up 0.15% of Jacobsen Capital Management's portfolio in Q1 2026, its #63 holding.
  • Jacobsen Capital Management first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Jacobsen Capital Management's IBM position peaked at $566K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.