JDM Financial Group’s IBM IBM Stock Holding History

JDM Financial Group’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 Q1	$8K	Hold	33	–	–	﹤0.01%	204
2025 Q4	$9.78K	Hold	33	–	–	﹤0.01%	185
2025 Q3	$9.31K	Buy	33 +20	+154%	+$5.24K	﹤0.01%	199
2025 Q2	$3.83K	Hold	13	–	–	﹤0.01%	234
2025 Q1	$3.23K	Hold	13	–	–	﹤0.01%	230
2024 Q4	$2.86K	Hold	13	–	–	﹤0.01%	243
2024 Q3	$2.87K	Buy	+13	New	+$2.55K	﹤0.01%	233

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's IBM Position: Q1 2026 in Review

JDM Financial Group held its IBM (IBM) position steady in Q1 2026 at 33 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

JDM Financial Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.78K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

JDM Financial Group held 33 shares of IBM worth $8K as of Q1 2026.
JDM Financial Group left its IBM share count unchanged in Q1 2026.
IBM made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #204 holding.
JDM Financial Group first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
JDM Financial Group's IBM position peaked at $9.78K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.