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Jaffetilchin Investment Partners’s IBM IBM Stock Holding History

Jaffetilchin Investment Partners’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 		$2.62M Sell
10,810
-5,851
-35% -$1.58M 0.16% 105
2025
Q4 		$4.94M Buy
16,661
+1,270
+8% +$380K 0.29% 58
2025
Q3 		$4.34M Sell
15,391
-1,530
-9% -$400K 0.26% 66
2025
Q2 		$4.99M Buy
16,921
+1,291
+8% +$333K 0.33% 53
2025
Q1 		$3.89M Sell
15,630
-1,262
-7% -$309K 0.28% 58
2024
Q4 		$3.71M Buy
16,892
+276
+2% +$61.5K 0.27% 60
2024
Q3 		$3.67M Buy
16,616
+1,531
+10% +$300K 0.28% 60
2024
Q2 		$2.61M Buy
15,085
+217
+1% +$37.7K 0.22% 73
2024
Q1 		$2.84M Sell
14,868
-497
-3% -$90.7K 0.25% 68
2023
Q4 		$2.51M Buy
15,365
+1,061
+7% +$160K 0.25% 69
2023
Q3 		$2.01M Buy
14,304
+715
+5% +$102K 0.22% 72
2023
Q2 		$1.82M Buy
13,589
+4,336
+47% +$560K 0.19% 81
2023
Q1 		$1.21M Buy
9,253
+1,387
+18% +$186K 0.14% 117
2022
Q4 		$1.11M Buy
7,866
+747
+10% +$103K 0.14% 121
2022
Q3 		$846K Sell
7,119
-6,003
-46% -$788K 0.11% 121
2022
Q2 		$1.85M Buy
13,122
+574
+5% +$77.5K 0.22% 79
2022
Q1 		$1.67M Buy
+12,548
New +$1.64M 0.2% 76
2021
Q4 		– Sell
-13,078
Closed -$1.74M – 365
2021
Q3 		$1.74M Buy
13,078
+750
+6% +$100K 0.18% 87
2021
Q2 		$1.68M Buy
12,328
+2,879
+30% +$394K 0.12% 128
2021
Q1 		$1.2M Buy
9,449
+6,989
+284% +$836K 0.14% 121
2020
Q4 		$296K Sell
2,460
-4,876
-66% -$564K 0.04% 228
2020
Q3 		$853K Sell
7,336
-771
-10% -$90.8K 0.16% 84
2020
Q2 		$936K Buy
+8,107
New +$942K 0.21% 68
2019
Q4 		– Sell
-4,011
Closed -$558K – 236
2019
Q3 		$558K Sell
4,011
-6,353
-61% -$857K 0.13% 103
2019
Q2 		$1.37M Buy
10,364
+56
+0.5% +$7.36K 0.32% 52
2019
Q1 		$1.39M Buy
10,308
+4,766
+86% +$608K 0.31% 47
2018
Q4 		$602K Sell
5,542
-1,193
-18% -$143K 0.15% 99
2018
Q3 		$974K Buy
6,735
+4,338
+181% +$606K 0.21% 88
2018
Q2 		$320K Sell
2,397
-102
-4% -$14.2K 0.07% 221
2018
Q1 		$366K Buy
2,499
+264
+12% +$39.9K 0.08% 222
2017
Q4 		$328K Sell
2,235
-1,080
-33% -$157K 0.11% 176
2017
Q3 		$460K Buy
+3,315
New +$462K 0.11% 168
2014
Q4 		– Sell
-1,423
Closed -$258K – 218
2014
Q3 		$258K Buy
1,423
+32
+2% +$5.83K 0.09% 169
2014
Q2 		$241K Sell
1,391
-9
-0.6% -$1.62K 0.09% 177
2014
Q1 		$258K Buy
1,400
+193
+16% +$34K 0.1% 160
2013
Q4 		$216K Buy
1,207
+4
+0.3% +$690 0.11% 163
2013
Q3 		$213K Sell
1,203
-75
-6% -$13.6K 0.12% 161
2013
Q2 		$233K Buy
+1,278
New +$249K 0.16% 160

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

Jaffetilchin Investment Partners's IBM Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its IBM (IBM) stake by 35% in Q1 2026, selling an estimated $1.58M and leaving 10,810 shares worth $2.62M. The position accounts for 0.16% of the portfolio, ranked #105.

Jaffetilchin Investment Partners first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.99M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jaffetilchin Investment Partners held 10,810 shares of IBM worth $2.62M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 5,851 IBM shares in Q1 2026, an estimated $1.58M.
  • IBM made up 0.16% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #105 holding.
  • Jaffetilchin Investment Partners first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
  • Jaffetilchin Investment Partners's IBM position peaked at $4.99M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.