Jeppson Wealth Management
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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
Q3 		$1.56M Buy
7,077
+302
+4% +$71.7K 0.44% 58
2026
Q2 		$1.91M Buy
6,775
+12
+0.2% +$3.02K 0.56% 47
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% -$9.5K 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% +$9.8K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jeppson Wealth Management's IBM Position: Q3 2026 in Review

Jeppson Wealth Management increased its IBM (IBM) stake by 4.5% in Q3 2026, buying an estimated $71.7K and bringing the position to 7,077 shares worth $1.56M. The position accounts for 0.44% of the portfolio, ranked #58.

Jeppson Wealth Management first reported a position in IBM in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.03M in Q2 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Jeppson Wealth Management held 7,077 shares of IBM worth $1.56M as of Q3 2026.
  • Jeppson Wealth Management bought 302 IBM shares in Q3 2026, an estimated $71.7K.
  • IBM made up 0.44% of Jeppson Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Jeppson Wealth Management first reported a position in IBM in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's IBM position peaked at $2.03M in Q2 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.