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JBR Co Financial Management’s IBM IBM Stock Holding History

JBR Co Financial 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 		$1.64M Sell
5,821
-422
-7% -$106K 0.6% 38
2026
Q1 		$1.85M Hold
6,243
– – 0.77% 34
2025
Q4 		$1.85M Buy
6,243
+25
+0.4% +$7.49K 0.77% 34
2025
Q3 		$1.75M Sell
6,218
-124
-2% -$32.5K 0.74% 35
2025
Q2 		$1.87M Sell
6,342
-188
-3% -$48.4K 0.92% 31
2025
Q1 		$1.62M Buy
6,530
+140
+2% +$34.2K 0.95% 31
2024
Q4 		$1.4M Buy
6,390
+40
+0.6% +$8.91K 0.86% 32
2024
Q3 		$1.4M Sell
6,350
-54
-0.8% -$10.6K 0.92% 25
2024
Q2 		$1.11M Hold
6,404
– – 0.78% 34
2024
Q1 		$1.22M Sell
6,404
-420
-6% -$76.6K 0.98% 27
2023
Q4 		$1.12M Buy
+6,824
New +$1.03M 1.05% 26

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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

JBR Co Financial Management's IBM Position: Q2 2026 in Review

JBR Co Financial Management reduced its IBM (IBM) stake by 6.8% in Q2 2026, selling an estimated $106K and leaving 5,821 shares worth $1.64M. The position accounts for 0.6% of the portfolio, ranked #38.

JBR Co Financial Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q2 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JBR Co Financial Management held 5,821 shares of IBM worth $1.64M as of Q2 2026.
  • JBR Co Financial Management sold 422 IBM shares in Q2 2026, an estimated $106K.
  • IBM made up 0.6% of JBR Co Financial Management's portfolio in Q2 2026, its #38 holding.
  • JBR Co Financial Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • JBR Co Financial Management's IBM position peaked at $1.87M in Q2 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.