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JGP Wealth Management’s IBM IBM Stock Holding History

JGP 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
Q2 		$530K Buy
1,886
+127
+7% +$32K 0.05% 148
2026
Q1 		$426K Buy
1,759
+14
+0.8% +$3.79K 0.04% 156
2025
Q4 		$517K Buy
1,745
+35
+2% +$10.5K 0.05% 151
2025
Q3 		$490K Sell
1,710
-28
-2% -$7.33K 0.05% 142
2025
Q2 		$512K Buy
1,738
+299
+21% +$77K 0.06% 131
2025
Q1 		$358K Buy
1,439
+20
+1% +$4.89K 0.05% 144
2024
Q4 		$312K Buy
1,419
+55
+4% +$12.2K 0.04% 149
2024
Q3 		$301K Buy
1,364
+39
+3% +$7.65K 0.04% 150
2024
Q2 		$229K Sell
1,325
-9
-0.7% -$1.56K 0.03% 159
2024
Q1 		$255K Sell
1,334
-3,777
-74% -$689K 0.04% 155
2023
Q4 		$836K Buy
5,111
+109
+2% +$16.5K 0.12% 99
2023
Q3 		$702K Sell
5,002
-898
-15% -$128K 0.12% 98
2023
Q2 		$790K Hold
5,900
– – 0.13% 92
2023
Q1 		$773K Buy
5,900
+3,567
+153% +$477K 0.14% 87
2022
Q4 		$329K Sell
2,333
-7
-0.3% -$966 0.06% 123
2022
Q3 		$278K Buy
+2,340
New +$307K 0.06% 128
2020
Q4 		– Sell
-1,732
Closed -$205K – 145
2020
Q3 		$205K Buy
+1,732
New +$204K 0.05% 131
2020
Q1 		– Sell
-1,607
Closed -$206K – 130
2019
Q4 		$206K Sell
1,607
-29
-2% -$3.77K 0.06% 130
2019
Q3 		$222K Buy
1,636
+22
+1% +$2.97K 0.08% 121
2019
Q2 		$213K Hold
1,614
– – 0.08% 121
2019
Q1 		$218K Buy
+1,614
New +$206K 0.08% 117
2018
Q4 		– Sell
-9,129
Closed -$1.33M – 120
2018
Q3 		$1.33M Buy
9,129
+36
+0.4% +$5.03K 0.53% 61
2018
Q2 		$1.21M Buy
+9,093
New +$1.27M 0.51% 66

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JGP Wealth Management's IBM Position: Q2 2026 in Review

JGP Wealth Management increased its IBM (IBM) stake by 7.2% in Q2 2026, buying an estimated $32K and bringing the position to 1,886 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #148.

JGP Wealth Management first reported a position in IBM in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.33M in Q3 2018. 1,363 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JGP Wealth Management held 1,886 shares of IBM worth $530K as of Q2 2026.
  • JGP Wealth Management bought 127 IBM shares in Q2 2026, an estimated $32K.
  • IBM made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #148 holding.
  • JGP Wealth Management first reported a position in IBM in Q2 2018 and has held it in 23 quarters since.
  • JGP Wealth Management's IBM position peaked at $1.33M in Q3 2018.
  • 1,363 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.