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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
2023
Q4 		– Sell
-54,600
Closed -$7.66M – 1822
2023
Q3 		$7.66M Sell
54,600
-74,000
-58% -$10.5M 0.07% 224
2023
Q2 		$17.2M Sell
128,600
-51,000
-28% -$6.58M 0.15% 118
2023
Q1 		$23.5M Sell
179,600
-57,700
-24% -$7.72M 0.19% 90
2022
Q4 		$33.4M Buy
+237,300
New +$32.7M 0.23% 72

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Jefferies Financial Group reduced its IBM (IBM) stake by 63% in Q1 2026, selling an estimated $4.05M and leaving 8,808 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #621.

Jefferies Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8M in Q1 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jefferies Financial Group held 8,808 shares of IBM worth $2.13M as of Q1 2026.
  • Jefferies Financial Group sold 14,976 IBM shares in Q1 2026, an estimated $4.05M.
  • IBM made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #621 holding.
  • Jefferies Financial Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's IBM position peaked at $22.8M in Q1 2023.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.