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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 $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.