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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
Q2 		$9.28K Hold
33
– – ﹤0.01% 215
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JDM Financial Group's IBM Position: Q2 2026 in Review

JDM Financial Group held its IBM (IBM) position steady in Q2 2026 at 33 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

JDM Financial Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.78K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JDM Financial Group held 33 shares of IBM worth $9.28K as of Q2 2026.
  • JDM Financial Group left its IBM share count unchanged in Q2 2026.
  • IBM made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #215 holding.
  • JDM Financial Group first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • JDM Financial Group's IBM position peaked at $9.78K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.