Jamison Private Wealth Management’s IBM IBM Stock Holding History

Jamison Private Wealth 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	$498K	Buy	1,773 +10	+0.6%	+$2.52K	0.05%	170
2026 Q1	$427K	Buy	1,763 +7	+0.4%	+$1.89K	0.05%	163
2025 Q4	$520K	Buy	1,756 +5	+0.3%	+$1.5K	0.06%	154
2025 Q3	$494K	Buy	1,751 +6	+0.3%	+$1.57K	0.06%	158
2025 Q2	$514K	Buy	1,745 +6	+0.3%	+$1.55K	0.07%	145
2025 Q1	$432K	Buy	1,739 +72	+4%	+$17.6K	0.07%	151
2024 Q4	$367K	Buy	1,667 +6	+0.4%	+$1.34K	0.05%	165
2024 Q3	$367K	Buy	1,661 +7	+0.4%	+$1.37K	0.06%	149
2024 Q2	$286K	Buy	1,654 +603	+57%	+$105K	0.05%	155
2024 Q1	$201K	Buy	1,051 +8	+0.8%	+$1.46K	0.03%	176
2023 Q4	$171K	Buy	1,043 +8	+0.8%	+$1.21K	0.03%	176
2023 Q3	$145K	Buy	+1,035	New	+$147K	0.03%	176

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Jamison Private Wealth Management's IBM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its IBM (IBM) stake by 0.57% in Q2 2026, buying an estimated $2.52K and bringing the position to 1,773 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #170.

Jamison Private Wealth Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $520K in Q4 2025. 1,941 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Jamison Private Wealth Management held 1,773 shares of IBM worth $498K as of Q2 2026.
Jamison Private Wealth Management bought 10 IBM shares in Q2 2026, an estimated $2.52K.
IBM made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #170 holding.
Jamison Private Wealth Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's IBM position peaked at $520K in Q4 2025.
1,941 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.