JMN Financial’s IBM IBM Stock Holding History

JMN Financial’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	–	Sell	-1,100	Closed	-$267K	–	244
2026 Q1	$267K	Buy	1,100 +153	+16%	+$41.4K	0.26%	124
2025 Q4	$281K	Buy	+947	New	+$284K	0.28%	119

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JMN Financial's IBM Position: Q2 2026 in Review

JMN Financial sold out of IBM (IBM) in Q2 2026, closing a stake of 1,100 shares — an estimated $267K sold.

JMN Financial first reported a position in IBM in Q4 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

JMN Financial reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 1,100 IBM shares in Q2 2026, an estimated $267K.
JMN Financial first reported a position in IBM in Q4 2025 and held it in 2 quarters.
JMN Financial's IBM position peaked at $281K in Q4 2025.
3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.