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JNBA Financial Advisors’s IBM IBM Stock Holding History

JNBA Financial 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 		$202K Buy
720
+35
+5% +$8.82K 0.02% 196
2026
Q1 		$166K Buy
685
+290
+73% +$78.5K 0.01% 196
2025
Q4 		$117K Buy
395
+16
+4% +$4.79K 0.01% 224
2025
Q3 		$107K Buy
379
+74
+24% +$19.4K 0.01% 223
2025
Q2 		$89.9K Hold
305
– – 0.01% 232
2025
Q1 		$75.8K Sell
305
-203
-40% -$49.7K 0.01% 243
2024
Q4 		$112K Buy
508
+53
+12% +$11.8K 0.01% 208
2024
Q3 		$101K Sell
455
-25
-5% -$4.9K 0.01% 221
2024
Q2 		$83K Hold
480
– – 0.01% 240
2024
Q1 		$91.7K Hold
480
– – 0.01% 240
2023
Q4 		$78.5K Sell
480
-100
-17% -$15.1K 0.01% 249
2023
Q3 		$81.4K Hold
580
– – 0.01% 240
2023
Q2 		$77.6K Hold
580
– – 0.01% 249
2023
Q1 		$76.1K Hold
580
– – 0.01% 255
2022
Q4 		$81.7K Hold
580
– – 0.01% 245
2022
Q3 		$69K Hold
580
– – 0.01% 251
2022
Q2 		$82K Sell
580
-100
-15% -$13.5K 0.01% 238
2022
Q1 		$88K Sell
680
-154
-18% -$20.1K 0.01% 234
2021
Q4 		$111K Buy
834
+90
+12% +$11.3K 0.01% 226
2021
Q3 		$99K Hold
744
– – 0.01% 228
2021
Q2 		$104K Sell
744
-104
-12% -$14.2K 0.01% 223
2021
Q1 		$108K Sell
848
-53
-6% -$6.34K 0.02% 215
2020
Q4 		$108K Sell
901
-25
-3% -$2.89K 0.02% 203
2020
Q3 		$108K Hold
926
– – 0.02% 191
2020
Q2 		$107K Sell
926
-20
-2% -$2.32K 0.02% 182
2020
Q1 		$100K Sell
946
-1,255
-57% -$159K 0.02% 177
2019
Q4 		$282K Sell
2,201
-13
-0.6% -$1.69K 0.05% 131
2019
Q3 		$308K Buy
2,214
+480
+28% +$64.7K 0.06% 115
2019
Q2 		$229K Buy
1,734
+10
+0.6% +$1.31K 0.05% 145
2019
Q1 		$233K Sell
1,724
-157
-8% -$20K 0.05% 135
2018
Q4 		$204K Sell
1,881
-26,598
-93% -$3.19M 0.05% 127
2018
Q3 		$4.12M Buy
28,479
+26,180
+1,139% +$3.66M 1.85% 12
2018
Q2 		$307K Sell
2,299
-72
-3% -$10K 0.06% 108
2018
Q1 		$348K Sell
2,371
-63
-3% -$9.53K 0.07% 98
2017
Q4 		$357K Buy
2,434
+48
+2% +$6.98K 0.08% 96
2017
Q3 		$331K Hold
2,386
– – 0.07% 95
2017
Q2 		$351K Hold
2,386
– – 0.08% 91
2017
Q1 		$397K Sell
2,386
-196
-8% -$32.9K 0.09% 82
2016
Q4 		$410K Sell
2,582
-7,487
-74% -$1.14M 0.1% 78
2016
Q3 		$1.53M Buy
10,069
+7,706
+326% +$1.17M 0.22% 38
2016
Q2 		$343K Sell
2,363
-383
-14% -$54.8K 0.1% 79
2016
Q1 		$398K Buy
2,746
+13
+0.5% +$1.66K 0.14% 65
2015
Q4 		$360K Buy
2,733
+6
+0.2% +$806 0.14% 71
2015
Q3 		$378K Buy
2,727
+25
+0.9% +$3.69K 0.16% 62
2015
Q2 		$420K Hold
2,702
– – 0.16% 59
2015
Q1 		$415K Sell
2,702
-359
-12% -$54.5K 0.16% 63
2014
Q4 		$470K Sell
3,061
-26
-0.8% -$4.14K 0.19% 58
2014
Q3 		$560K Buy
3,087
+13
+0.4% +$2.37K 0.25% 47
2014
Q2 		$533K Hold
3,074
– – 0.26% 50
2014
Q1 		$566K Buy
3,074
+8
+0.3% +$1.41K 0.3% 45
2013
Q4 		$550K Buy
3,066
+141
+5% +$24.3K 0.3% 46
2013
Q3 		$518K Buy
2,925
+87
+3% +$15.8K 0.32% 42
2013
Q2 		$519K Buy
+2,838
New +$553K 0.36% 42

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

JNBA Financial Advisors's IBM Position: Q2 2026 in Review

JNBA Financial Advisors increased its IBM (IBM) stake by 5.1% in Q2 2026, buying an estimated $8.82K and bringing the position to 720 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #196.

JNBA Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.12M in Q3 2018. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JNBA Financial Advisors held 720 shares of IBM worth $202K as of Q2 2026.
  • JNBA Financial Advisors bought 35 IBM shares in Q2 2026, an estimated $8.82K.
  • IBM made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #196 holding.
  • JNBA Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's IBM position peaked at $4.12M in Q3 2018.
  • 1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.