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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return