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Janney Capital Management’s IBM IBM Stock Holding History

Janney 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
2025
Q4 		$20.2M Sell
68,116
-1,383
-2% -$414K 1.27% 17
2025
Q3 		$19.6M Buy
69,499
+8,837
+15% +$2.31M 1.22% 17
2025
Q2 		$17.9M Sell
60,662
-544
-0.9% -$140K 1.15% 18
2025
Q1 		$15.2M Sell
61,206
-24,123
-28% -$5.9M 1.05% 24
2024
Q4 		$18.8M Sell
85,329
-16,065
-16% -$3.58M 1.24% 16
2024
Q3 		$22.4M Sell
101,394
-1,100
-1% -$216K 1.51% 9
2024
Q2 		$17.7M Sell
102,494
-4,226
-4% -$734K 1.25% 15
2024
Q1 		$20.4M Sell
106,720
-3,725
-3% -$680K 1.36% 11
2023
Q4 		$18.1M Sell
110,445
-5,708
-5% -$863K 1.21% 20
2023
Q3 		$16.3M Buy
116,153
+1,987
+2% +$283K 1.25% 21
2023
Q2 		$15.3M Buy
114,166
+2,011
+2% +$260K 1.06% 28
2023
Q1 		$14.7M Buy
112,155
+2,153
+2% +$288K 1.11% 28
2022
Q4 		$15.5M Buy
110,002
+2,208
+2% +$305K 1.11% 26
2022
Q3 		$12.8M Buy
107,794
+1,077
+1% +$141K 1.04% 30
2022
Q2 		$15.1M Buy
106,717
+289
+0.3% +$39K 1.21% 26
2022
Q1 		$13.8M Buy
106,428
+6,366
+6% +$830K 0.98% 35
2021
Q4 		$13.4M Sell
100,062
-12,019
-11% -$1.51M 0.87% 39
2021
Q3 		$14.9M Buy
112,081
+23,591
+27% +$3.15M 1% 31
2021
Q2 		$12.4M Sell
88,490
-699
-0.8% -$95.6K 0.79% 46
2021
Q1 		$11.4M Buy
89,189
+82,703
+1,275% +$9.9M 0.75% 49
2020
Q4 		$781K Buy
6,486
+41
+0.6% +$4.74K 0.05% 121
2020
Q3 		$750K Buy
6,445
+460
+8% +$54.2K 0.05% 130
2020
Q2 		$691K Buy
5,985
+1,008
+20% +$117K 0.05% 127
2020
Q1 		$528K Buy
4,977
+894
+22% +$113K 0.04% 126
2019
Q4 		$523K Buy
4,083
+231
+6% +$30K 0.03% 144
2019
Q3 		$536K Buy
3,852
+1,503
+64% +$203K 0.03% 136
2019
Q2 		$310K Buy
2,349
+320
+16% +$42K 0.02% 163
2019
Q1 		$274K Sell
2,029
-252
-11% -$32.1K 0.01% 174
2018
Q4 		$248K Buy
2,281
+2
+0.1% +$240 0.01% 177
2018
Q3 		$330K Sell
2,279
-10
-0.4% -$1.4K 0.01% 183
2018
Q2 		$306K Sell
2,289
-50
-2% -$6.97K 0.01% 180
2018
Q1 		$343K Buy
2,339
+184
+9% +$27.8K 0.01% 162
2017
Q4 		$316K Sell
2,155
-849
-28% -$123K 0.01% 181
2017
Q3 		$416K Sell
3,004
-111
-4% -$15.5K 0.02% 155
2017
Q2 		$458K Sell
3,115
-501
-14% -$75.5K 0.02% 122
2017
Q1 		$602K Sell
3,616
-1,685
-32% -$283K 0.03% 115
2016
Q4 		$841K Sell
5,301
-487
-8% -$74.2K 0.04% 111
2016
Q3 		$878K Buy
5,788
+29
+0.5% +$4.4K 0.04% 106
2016
Q2 		$835K Sell
5,759
-250
-4% -$35.8K 0.04% 105
2016
Q1 		$870K Buy
6,009
+11
+0.2% +$1.41K 0.05% 100
2015
Q4 		$789K Sell
5,998
-202
-3% -$27.1K 0.03% 130
2015
Q3 		$859K Buy
+6,200
New +$916K 0.04% 125
2015
Q2 		– Sell
-6,996
Closed -$1.07M – 112
2015
Q1 		$1.07M Buy
6,996
+153
+2% +$23.2K 0.04% 151
2014
Q4 		$1.05M Sell
6,843
-220
-3% -$35K 0.06% 123
2014
Q3 		$1.28M Sell
7,063
-512
-7% -$93.3K 0.08% 120
2014
Q2 		$1.31M Buy
7,575
+617
+9% +$111K 0.08% 120
2014
Q1 		$1.28M Buy
6,958
+85
+1% +$15K 0.09% 120
2013
Q4 		$1.23M Sell
6,873
-4
-0.1% -$690 0.09% 115
2013
Q3 		$1.22M Sell
6,877
-3,021
-31% -$549K 0.1% 153
2013
Q2 		$1.81M Buy
+9,898
New +$1.93M 0.18% 107

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janney Capital Management's IBM Position: Q4 2025 in Review

Janney Capital Management reduced its IBM (IBM) stake by 2% in Q4 2025, selling an estimated $414K and leaving 68,116 shares worth $20.2M. The position accounts for 1.27% of the portfolio, ranked #17.

Janney Capital Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $22.4M in Q3 2024. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Janney Capital Management held 68,116 shares of IBM worth $20.2M as of Q4 2025.
  • Janney Capital Management sold 1,383 IBM shares in Q4 2025, an estimated $414K.
  • IBM made up 1.27% of Janney Capital Management's portfolio in Q4 2025, its #17 holding.
  • Janney Capital Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • Janney Capital Management's IBM position peaked at $22.4M in Q3 2024.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.