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Johnson Bixby & Associates’s IBM IBM Stock Holding History

Johnson Bixby & Associates’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 		$329K Hold
1,171
– – 0.04% 107
2026
Q1 		$284K Hold
1,171
– – 0.04% 107
2025
Q4 		$347K Buy
1,171
+3
+0.3% +$898 0.04% 90
2025
Q3 		$330K Sell
1,168
-40
-3% -$10.5K 0.04% 93
2025
Q2 		$356K Buy
1,208
+39
+3% +$10K 0.05% 84
2025
Q1 		$291K Sell
1,169
-40
-3% -$9.78K 0.04% 93
2024
Q4 		$266K Sell
1,209
-12
-1% -$2.67K 0.04% 99
2024
Q3 		$270K Hold
1,221
– – 0.04% 97
2024
Q2 		$211K Sell
1,221
-2
-0.2% -$348 0.04% 105
2024
Q1 		$234K Hold
1,223
– – 0.04% 99
2023
Q4 		$200K Buy
+1,223
New +$185K 0.04% 108
2022
Q3 		– Sell
-1,509
Closed -$213K – 98
2022
Q2 		$213K Buy
+1,509
New +$204K 0.05% 96
2022
Q1 		– Sell
-1,509
Closed -$202K – 93
2021
Q4 		$202K Sell
1,509
-69
-4% -$8.65K 0.05% 83
2021
Q3 		$210K Hold
1,578
– – 0.06% 77
2021
Q2 		$210K Hold
1,578
– – 0.06% 79
2021
Q1 		$201K Sell
1,578
-140
-8% -$16.8K 0.06% 77
2020
Q4 		$207K Buy
+1,718
New +$199K 0.07% 73

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Johnson Bixby & Associates's IBM Position: Q2 2026 in Review

Johnson Bixby & Associates held its IBM (IBM) position steady in Q2 2026 at 1,171 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #107.

Johnson Bixby & Associates first reported a position in IBM in Q4 2020 and has held it in 17 quarters since. The position peaked at $356K in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Johnson Bixby & Associates held 1,171 shares of IBM worth $329K as of Q2 2026.
  • Johnson Bixby & Associates left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #107 holding.
  • Johnson Bixby & Associates first reported a position in IBM in Q4 2020 and has held it in 17 quarters since.
  • Johnson Bixby & Associates's IBM position peaked at $356K in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.