JCM
IBM icon

Jag Capital Management’s IBM IBM Stock Holding History

Jag 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 		$353K Buy
1,254
+1
+0.1% +$252 0.03% 112
2026
Q1 		$304K Hold
1,253
– – 0.03% 116
2025
Q4 		$371K Buy
1,253
+43
+4% +$12.9K 0.04% 91
2025
Q3 		$341K Sell
1,210
-35,312
-97% -$9.24M 0.04% 95
2025
Q2 		$10.8M Buy
36,522
+35,212
+2,688% +$9.07M 1.2% 28
2025
Q1 		$326K Sell
1,310
-40
-3% -$9.78K 0.04% 95
2024
Q4 		$297K Sell
1,350
-330
-20% -$73.5K 0.04% 94
2024
Q3 		$371K Sell
1,680
-3
-0.2% -$588 0.04% 85
2024
Q2 		$291K Hold
1,683
– – 0.04% 100
2024
Q1 		$321K Hold
1,683
– – 0.05% 105
2023
Q4 		$275K Buy
+1,683
New +$254K 0.04% 107
2021
Q1 		– Sell
-7,785
Closed -$937K – 223
2020
Q4 		$937K Buy
7,785
+120
+2% +$13.9K 0.08% 112
2020
Q3 		$892K Buy
7,665
+194
+3% +$22.8K 0.09% 97
2020
Q2 		$863K Buy
7,471
+306
+4% +$35.5K 0.1% 94
2020
Q1 		$760K Buy
7,165
+232
+3% +$29.3K 0.11% 93
2019
Q4 		$888K Buy
6,933
+16
+0.2% +$2.08K 0.1% 125
2019
Q3 		$962K Sell
6,917
-230
-3% -$31K 0.12% 113
2019
Q2 		$942K Buy
7,147
+121
+2% +$15.9K 0.11% 124
2019
Q1 		$948K Buy
7,026
+28
+0.4% +$3.57K 0.15% 69
2018
Q4 		$760K Sell
6,998
-450
-6% -$54K 0.15% 69
2018
Q3 		$1.08M Buy
7,448
+17
+0.2% +$2.38K 0.18% 67
2018
Q2 		$992K Buy
7,431
+179
+2% +$25K 0.17% 69
2018
Q1 		$1.06M Hold
7,252
– – 0.2% 72
2017
Q4 		$1.06M Sell
7,252
-37
-0.5% -$5.38K 0.2% 72
2017
Q3 		$1.01M Sell
7,289
-156
-2% -$21.7K 0.19% 80
2017
Q2 		$1.09M Sell
7,445
-147
-2% -$22.2K 0.22% 76
2017
Q1 		$1.26M Sell
7,592
-617
-8% -$103K 0.26% 67
2016
Q4 		$1.3M Sell
8,209
-58
-0.7% -$8.84K 0.26% 71
2016
Q3 		$1.25M Sell
8,267
-115
-1% -$17.5K 0.25% 74
2016
Q2 		$1.22M Buy
8,382
+14
+0.2% +$2K 0.26% 74
2016
Q1 		$1.21M Buy
8,368
+131
+2% +$16.7K 0.25% 68
2015
Q4 		$1.08M Buy
8,237
+104
+1% +$14K 0.2% 62
2015
Q3 		$1.13M Buy
8,133
+63
+0.8% +$9.3K 0.21% 62
2015
Q2 		$1.25M Buy
8,070
+11
+0.1% +$1.77K 0.23% 62
2015
Q1 		$1.24M Hold
8,059
– – 0.22% 64
2014
Q4 		$1.24M Buy
+8,059
New +$1.28M 0.23% 65
2014
Q3 		– Sell
-7,930
Closed -$1.37M – 84
2014
Q2 		$1.37M Buy
+7,930
New +$1.43M 0.27% 58
2013
Q3 		– Sell
-7,247
Closed -$1.32M – 84
2013
Q2 		$1.32M Buy
+7,247
New +$1.41M 0.32% 57

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Jag Capital Management increased its IBM (IBM) stake by 0.08% in Q2 2026, buying an estimated $252 and bringing the position to 1,254 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #112.

Jag Capital Management first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $10.8M in Q2 2025. 1,559 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jag Capital Management held 1,254 shares of IBM worth $353K as of Q2 2026.
  • Jag Capital Management bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.03% of Jag Capital Management's portfolio in Q2 2026, its #112 holding.
  • Jag Capital Management first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
  • Jag Capital Management's IBM position peaked at $10.8M in Q2 2025.
  • 1,559 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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