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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
Q2 		$505K Sell
1,795
-22
-1% -$5.54K 0.15% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jacobsen Capital Management's IBM Position: Q2 2026 in Review

Jacobsen Capital Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $5.54K and leaving 1,795 shares worth $505K. The position accounts for 0.15% of the portfolio, ranked #65.

Jacobsen Capital Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $566K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jacobsen Capital Management held 1,795 shares of IBM worth $505K as of Q2 2026.
  • Jacobsen Capital Management sold 22 IBM shares in Q2 2026, an estimated $5.54K.
  • IBM made up 0.15% of Jacobsen Capital Management's portfolio in Q2 2026, its #65 holding.
  • Jacobsen Capital Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Jacobsen Capital Management's IBM position peaked at $566K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.