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Jefferies Financial Group’s IBM IBM Stock Holding History

Jefferies 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 		$49.7M Buy
176,779
+167,971
+1,907% +$42.3M 0.33% 62
2026
Q1 		$2.13M Sell
8,808
-14,976
-63% -$4.05M 0.01% 621
2025
Q4 		$7.05M Sell
23,784
-13,666
-36% -$4.09M 0.04% 415
2025
Q3 		$10.6M Sell
37,450
-15,195
-29% -$3.98M 0.05% 230
2025
Q2 		$15.5M Buy
52,645
+17,428
+49% +$4.49M 0.13% 119
2025
Q1 		$8.76M Sell
35,217
-5,581
-14% -$1.37M 0.08% 176
2024
Q4 		$8.97M Buy
40,798
+14,207
+53% +$3.16M 0.05% 250
2024
Q3 		$5.88M Sell
26,591
-36,950
-58% -$7.24M 0.04% 276
2024
Q2 		$11M Buy
63,541
+47,475
+295% +$8.25M 0.12% 143
2024
Q1 		$3.07M Sell
16,066
-82
-0.5% -$15K 0.03% 446
2023
Q4 		$2.64M Sell
16,148
-56,650
-78% -$8.56M 0.02% 610
2023
Q3 		$10.2M Sell
72,798
-51,221
-41% -$7.29M 0.09% 163
2023
Q2 		$16.6M Sell
124,019
-49,609
-29% -$6.4M 0.15% 126
2023
Q1 		$22.8M Buy
173,628
+38,960
+29% +$5.21M 0.18% 96
2022
Q4 		$19M Buy
+134,668
New +$18.6M 0.13% 127

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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group increased its IBM (IBM) stake by 1,907% in Q2 2026, buying an estimated $42.3M and bringing the position to 176,779 shares worth $49.7M. The position accounts for 0.33% of the portfolio, ranked #62.

Jefferies Financial Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jefferies Financial Group held 176,779 shares of IBM worth $49.7M as of Q2 2026.
  • Jefferies Financial Group bought 167,971 IBM shares in Q2 2026, an estimated $42.3M.
  • IBM made up 0.33% of Jefferies Financial Group's portfolio in Q2 2026, its #62 holding.
  • Jefferies Financial Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.