JFS Wealth Advisors’s IBM IBM Stock Holding History

JFS Wealth Advisors’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	$3.15M	Sell	11,185 -117	-1%	-$29.5K	0.16%	83
2026 Q1	$2.74M	Buy	11,302 +20	+0.2%	+$5.41K	0.15%	85
2025 Q4	$3.34M	Sell	11,282 -1,609	-12%	-$482K	0.19%	77
2025 Q3	$3.64M	Sell	12,891 -101	-0.8%	-$26.4K	0.21%	70
2025 Q2	$3.83M	Sell	12,992 -594	-4%	-$153K	0.24%	67
2025 Q1	$3.38M	Buy	13,586 +3,622	+36%	+$886K	0.23%	66
2024 Q4	$2.19M	Buy	9,964 +122	+1%	+$27.2K	0.15%	85
2024 Q3	$2.18M	Sell	9,842 -977	-9%	-$192K	0.15%	90
2024 Q2	$1.87M	Sell	10,819 -978	-8%	-$170K	0.15%	81
2024 Q1	$2.25M	Sell	11,797 -471	-4%	-$85.9K	0.18%	75
2023 Q4	$2.01M	Sell	12,268 -552	-4%	-$83.4K	0.17%	77
2023 Q3	$1.8M	Sell	12,820 -106	-0.8%	-$15.1K	0.17%	85
2023 Q2	$1.73M	Buy	12,926 +42	+0.3%	+$5.42K	0.16%	89
2023 Q1	$1.69M	Sell	12,884 -4	-0%	-$535	0.16%	89
2022 Q4	$1.82M	Buy	12,888 +3,227	+33%	+$445K	0.18%	85
2022 Q3	$1.15M	Buy	9,661 +568	+6%	+$74.5K	0.13%	100
2022 Q2	$1.28M	Buy	9,093 +280	+3%	+$37.8K	0.14%	90
2022 Q1	$1.15M	Buy	8,813 +117	+1%	+$15.3K	0.11%	108
2021 Q4	$1.16M	Buy	8,696 +239	+3%	+$30K	0.11%	110
2021 Q3	$1.12M	Buy	8,457 +1,135	+16%	+$152K	0.12%	109
2021 Q2	$1.03M	Sell	7,322 -366	-5%	-$50K	0.15%	89
2021 Q1	$979K	Sell	7,688 -411	-5%	-$49.2K	0.2%	76
2020 Q4	$975K	Buy	8,099 +1,366	+20%	+$158K	0.2%	76
2020 Q3	$783K	Buy	6,733 +209	+3%	+$24.6K	0.19%	76
2020 Q2	$753K	Buy	6,524 +2,197	+51%	+$255K	0.2%	74
2020 Q1	$459K	Sell	4,327 -4,969	-53%	-$628K	0.14%	87
2019 Q4	$1.19M	Sell	9,296 -421	-4%	-$54.7K	0.29%	64
2019 Q3	$1.35M	Buy	9,717 +1,099	+13%	+$148K	0.34%	57
2019 Q2	$1.14M	Buy	8,618 +787	+10%	+$103K	0.29%	62
2019 Q1	$1.06M	Sell	7,831 -172	-2%	-$21.9K	0.28%	69
2018 Q4	$870K	Buy	8,003 +3,078	+62%	+$369K	0.23%	74
2018 Q3	$712K	Sell	4,925 -17	-0.3%	-$2.38K	0.18%	80
2018 Q2	$660K	Sell	4,942 -259	-5%	-$36.1K	0.17%	80
2018 Q1	$763K	Sell	5,201 -246	-5%	-$37.2K	0.2%	72
2017 Q4	$799K	Sell	5,447 -41	-0.7%	-$5.96K	0.2%	74
2017 Q3	$761K	Sell	5,488 -149	-3%	-$20.8K	0.2%	69
2017 Q2	$829K	Sell	5,637 -7	-0.1%	-$1.05K	0.23%	65
2017 Q1	$896K	Hold	5,644	–	–	0.24%	71
2016 Q4	$896K	Sell	5,644 -867	-13%	-$132K	0.24%	71
2016 Q3	$989K	Sell	6,511 -520	-7%	-$78.9K	0.28%	67
2016 Q2	$1.02M	Sell	7,031 -427	-6%	-$61.1K	0.28%	69
2016 Q1	$1.08M	Sell	7,458 -334	-4%	-$42.7K	0.32%	63
2015 Q4	$1.02M	Buy	7,792 +294	+4%	+$39.5K	0.3%	64
2015 Q3	$1.04M	Sell	7,498 -515	-6%	-$76K	0.46%	52
2015 Q2	$1.25M	Sell	8,013 -28	-0.3%	-$4.5K	0.64%	38
2015 Q1	$1.23M	Buy	8,041 +916	+13%	+$139K	0.58%	37
2014 Q4	$1.09M	Buy	7,125 +1,101	+18%	+$175K	0.17%	31
2014 Q3	$1.09M	Sell	6,024 -569	-9%	-$104K	0.19%	29
2014 Q2	$1.14M	Sell	6,593 -1,425	-18%	-$256K	0.21%	30
2014 Q1	$1.48M	Sell	8,018 -1,204	-13%	-$212K	0.82%	27
2013 Q4	$1.65M	Buy	9,222 +710	+8%	+$122K	0.72%	32
2013 Q3	$1.51M	Buy	8,512 +1,722	+25%	+$313K	0.7%	32
2013 Q2	$1.24M	Buy	+6,790	New	+$1.32M	0.62%	39

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors's IBM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $29.5K and leaving 11,185 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #83.

JFS Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.83M in Q2 2025. 1,639 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

JFS Wealth Advisors held 11,185 shares of IBM worth $3.15M as of Q2 2026.
JFS Wealth Advisors sold 117 IBM shares in Q2 2026, an estimated $29.5K.
IBM made up 0.16% of JFS Wealth Advisors's portfolio in Q2 2026, its #83 holding.
JFS Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's IBM position peaked at $3.83M in Q2 2025.
1,639 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.