Janney Montgomery Scott’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167M | Buy |
688,918
+120,370
| +21% | +$32.6M | 0.41% | 45 |
|
|
2025
Q4 | $168M | Sell |
568,548
-31,025
| -5% | -$9.29M | 0.39% | 46 |
|
|
2025
Q3 | $169M | Sell |
599,573
-3,637
| -0.6% | -$952K | 0.4% | 48 |
|
|
2025
Q2 | $178M | Buy |
603,210
+8,488
| +1% | +$2.19M | 0.46% | 38 |
|
|
2025
Q1 | $148M | Sell |
594,722
-31,379
| -5% | -$7.68M | 0.42% | 47 |
|
|
2024
Q4 | $138M | Sell |
626,101
-12,434
| -2% | -$2.77M | 0.38% | 54 |
|
|
2024
Q3 | $141M | Sell |
638,535
-12,017
| -2% | -$2.36M | 0.39% | 55 |
|
|
2024
Q2 | $113M | Buy |
650,552
+10,377
| +2% | +$1.8M | 0.34% | 59 |
|
|
2024
Q1 | $122M | Sell |
640,175
-18,847
| -3% | -$3.44M | 0.36% | 57 |
|
|
2023
Q4 | $108M | Sell |
659,022
-22,830
| -3% | -$3.45M | 0.35% | 59 |
|
|
2023
Q3 | $95.7M | Buy |
681,852
+10,989
| +2% | +$1.56M | 0.36% | 57 |
|
|
2023
Q2 | $89.8M | Sell |
670,863
-2,818
| -0.4% | -$364K | 0.31% | 72 |
|
|
2023
Q1 | $88.3M | Buy |
673,681
+19,599
| +3% | +$2.62M | 0.36% | 64 |
|
|
2022
Q4 | $92.2M | Buy |
654,082
+19,704
| +3% | +$2.72M | 0.36% | 60 |
|
|
2022
Q3 | $75.4M | Buy |
634,378
+36,328
| +6% | +$4.77M | 0.32% | 68 |
|
|
2022
Q2 | $84.8M | Buy |
598,050
+35,367
| +6% | +$4.77M | 0.38% | 55 |
|
|
2022
Q1 | $73.2M | Buy |
562,683
+42,712
| +8% | +$5.57M | 0.31% | 71 |
|
|
2021
Q4 | $69.5M | Sell |
519,971
-15,017
| -3% | -$1.88M | 0.27% | 82 |
|
|
2021
Q3 | $71.1M | Buy |
534,988
+38,048
| +8% | +$5.09M | 0.3% | 72 |
|
|
2021
Q2 | $69.6M | Buy |
496,940
+23,393
| +5% | +$3.2M | 0.31% | 75 |
|
|
2021
Q1 | $60.3M | Sell |
473,547
-35,489
| -7% | -$4.25M | 0.29% | 78 |
|
|
2020
Q4 | $61.3M | Buy |
509,036
+30,102
| +6% | +$3.48M | 0.3% | 77 |
|
|
2020
Q3 | $55.7M | Buy |
478,934
+17,765
| +4% | +$2.09M | 0.32% | 77 |
|
|
2020
Q2 | $53.2M | Buy |
461,169
+39,588
| +9% | +$4.6M | 0.34% | 69 |
|
|
2020
Q1 | $44.7M | Buy |
421,581
+36,396
| +9% | +$4.6M | 0.35% | 66 |
|
|
2019
Q4 | $49.4M | Buy |
385,185
+24,405
| +7% | +$3.17M | 0.32% | 72 |
|
|
2019
Q3 | $50.2M | Buy |
360,780
+20,603
| +6% | +$2.78M | 0.37% | 61 |
|
|
2019
Q2 | $44.8M | Buy |
340,177
+2,120
| +0.6% | +$279K | 0.34% | 64 |
|
|
2019
Q1 | $45.6M | Buy |
338,057
+17,941
| +6% | +$2.29M | 0.38% | 58 |
|
|
2018
Q4 | $34.8M | Sell |
320,116
-63,444
| -17% | -$7.61M | 0.34% | 68 |
|
|
2018
Q3 | $55.4M | Sell |
383,560
-13,667
| -3% | -$1.91M | 0.48% | 42 |
|
|
2018
Q2 | $53.1M | Buy |
397,227
+1,721
| +0.4% | +$240K | 0.51% | 39 |
|
|
2018
Q1 | $58M | Buy |
395,506
+125,312
| +46% | +$19M | 0.58% | 27 |
|
|
2017
Q4 | $39.6M | Sell |
270,194
-360
| -0.1% | -$52.3K | 0.41% | 57 |
|
|
2017
Q3 | $37.5M | Buy |
270,554
+7,470
| +3% | +$1.04M | 0.43% | 55 |
|
|
2017
Q2 | $38.7M | Buy |
263,084
+3,819
| +1% | +$576K | 0.48% | 42 |
|
|
2017
Q1 | $43.2M | Sell |
259,265
-8,828
| -3% | -$1.48M | 0.57% | 31 |
|
|
2016
Q4 | $42.5M | Buy |
268,093
+26,102
| +11% | +$3.98M | 0.64% | 30 |
|
|
2016
Q3 | $36.8M | Sell |
241,991
-231,330
| -49% | -$35.1M | 0.65% | 29 |
|
|
2016
Q2 | $68.7M | Buy |
473,321
+229,134
| +94% | +$32.8M | 1.4% | 15 |
|
|
2016
Q1 | $35.4M | Buy |
244,187
+35,475
| +17% | +$4.53M | 0.93% | 13 |
|
|
2015
Q4 | $27.5M | Buy |
208,712
+8,107
| +4% | +$1.09M | 0.71% | 25 |
|
|
2015
Q3 | $27.8M | Buy |
200,605
+690
| +0.3% | +$102K | 0.78% | 19 |
|
|
2015
Q2 | $31.1M | Buy |
199,915
+4,157
| +2% | +$668K | 0.65% | 14 |
|
|
2015
Q1 | $30M | Buy |
195,758
+27,989
| +17% | +$4.25M | 0.56% | 15 |
|
|
2014
Q4 | $25.7M | Sell |
167,769
-13,856
| -8% | -$2.2M | 0.51% | 19 |
|
|
2014
Q3 | $33M | Buy |
181,625
+6,086
| +3% | +$1.11M | 0.69% | 10 |
|
|
2014
Q2 | $30.4M | Buy |
175,539
+17,409
| +11% | +$3.13M | 0.66% | 11 |
|
|
2014
Q1 | $29.1M | Sell |
158,130
-637
| -0.4% | -$112K | 0.7% | 11 |
|
|
2013
Q4 | $28.5M | Sell |
158,767
-5,520
| -3% | -$952K | 0.75% | 8 |
|
|
2013
Q3 | $29.1M | Buy |
164,287
+102,069
| +164% | +$18.6M | 0.87% | 6 |
|
|
2013
Q2 | $11.4M | Buy |
+62,218
| New | +$12.1M | 1.19% | 6 |
|
Other funds holding IBM
VCM
VPM
Janney Montgomery Scott's IBM Position: Q1 2026 in Review
Janney Montgomery Scott increased its IBM (IBM) stake by 21% in Q1 2026, buying an estimated $32.6M and bringing the position to 688,918 shares worth $167M. The position accounts for 0.41% of the portfolio, ranked #45.
Janney Montgomery Scott first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Janney Montgomery Scott held 688,918 shares of IBM worth $167M as of Q1 2026.
- Janney Montgomery Scott bought 120,370 IBM shares in Q1 2026, an estimated $32.6M.
- IBM made up 0.41% of Janney Montgomery Scott's portfolio in Q1 2026, its #45 holding.
- Janney Montgomery Scott first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Janney Montgomery Scott's IBM position peaked at $178M in Q2 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.