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Jeppson Wealth Management’s IBM IBM Stock Holding History

Jeppson Wealth Management’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 		$1.64M Sell
6,763
-37
-0.5% -$10K 0.51% 51
2025
Q4 		$2.01M Sell
6,800
-5
-0.1% -$1.5K 0.64% 41
2025
Q3 		$1.92M Sell
6,805
-65
-0.9% -$17K 0.61% 43
2025
Q2 		$2.03M Sell
6,870
-127
-2% -$32.7K 0.7% 35
2025
Q1 		$1.74M Sell
6,997
-163
-2% -$39.9K 0.64% 43
2024
Q4 		$1.57M Buy
7,160
+58
+0.8% +$12.9K 0.57% 47
2024
Q3 		$1.57M Sell
7,102
-90
-1% -$17.6K 0.56% 47
2024
Q2 		$1.24M Buy
7,192
+494
+7% +$85.8K 0.47% 55
2024
Q1 		$1.28M Sell
6,698
-9
-0.1% -$1.64K 0.5% 56
2023
Q4 		$1.1M Sell
6,707
-20
-0.3% -$3.02K 0.45% 64
2023
Q3 		$944K Buy
6,727
+37
+0.6% +$5.26K 0.43% 62
2023
Q2 		$895K Buy
6,690
+170
+3% +$21.9K 0.39% 68
2023
Q1 		$855K Buy
6,520
+57
+0.9% +$7.63K 0.37% 68
2022
Q4 		$911K Sell
6,463
-69
-1% -$9.52K 0.38% 61
2022
Q3 		$776K Buy
6,532
+1,937
+42% +$254K 0.35% 66
2022
Q2 		$649K Sell
4,595
-55
-1% -$7.42K 0.28% 81
2022
Q1 		$604K Buy
4,650
+100
+2% +$13K 0.28% 82
2021
Q4 		$608K Sell
4,550
-63
-1% -$7.9K 0.29% 77
2021
Q3 		$612K Buy
4,613
+73
+2% +$9.76K 0.32% 70
2021
Q2 		$636K Sell
4,540
-115
-2% -$15.7K 0.35% 70
2021
Q1 		$593K Buy
4,655
+53
+1% +$6.34K 0.35% 67
2020
Q4 		$554K Buy
4,602
+41
+0.9% +$4.74K 0.37% 66
2020
Q3 		$530K Buy
+4,561
New +$537K 0.42% 57

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

Jeppson Wealth Management's IBM Position: Q1 2026 in Review

Jeppson Wealth Management reduced its IBM (IBM) stake by 0.54% in Q1 2026, selling an estimated $10K and leaving 6,763 shares worth $1.64M. The position accounts for 0.51% of the portfolio, ranked #51.

Jeppson Wealth Management first reported a position in IBM in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jeppson Wealth Management held 6,763 shares of IBM worth $1.64M as of Q1 2026.
  • Jeppson Wealth Management sold 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.51% of Jeppson Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Jeppson Wealth Management first reported a position in IBM in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's IBM position peaked at $2.03M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.