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Johnson Financial Group Inc (Wisconsin)’s IBM IBM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$164K Sell
675
-442
-40% -$120K 0.01% 341
2025
Q4 		$331K Sell
1,117
-826
-43% -$247K 0.01% 265
2025
Q3 		$548K Buy
1,943
+1,467
+308% +$384K 0.02% 238
2025
Q2 		$140K Hold
476
– – 0.01% 342
2025
Q1 		$118K Sell
476
-177
-27% -$43.3K 0.01% 438
2024
Q4 		$167K Buy
653
+90
+16% +$20K 0.01% 313
2024
Q3 		$124K Buy
563
+33
+6% +$6.47K 0.01% 423
2024
Q2 		$91.7K Buy
530
+93
+21% +$16.2K ﹤0.01% 387
2024
Q1 		$83.5K Sell
437
-36
-8% -$6.57K ﹤0.01% 373
2023
Q4 		$77.4K Sell
473
-207
-30% -$31.3K ﹤0.01% 404
2023
Q3 		$95.4K Sell
680
-1,046
-61% -$149K 0.01% 313
2023
Q2 		$231K Sell
1,726
-465
-21% -$60K 0.02% 252
2023
Q1 		$287K Buy
2,191
+533
+32% +$71.3K 0.02% 233
2022
Q4 		$234K Hold
1,658
– – 0.02% 234
2022
Q3 		$219K Sell
1,658
-178
-10% -$23.4K 0.02% 226
2022
Q2 		$259K Sell
1,836
-135
-7% -$18.2K 0.02% 218
2022
Q1 		$256K Hold
1,971
– – 0.02% 243
2021
Q4 		$264K Sell
1,971
-190
-9% -$23.8K 0.02% 246
2021
Q3 		$287K Sell
2,161
-392
-15% -$52.4K 0.02% 225
2021
Q2 		$357K Sell
2,553
-285
-10% -$39K 0.02% 213
2021
Q1 		$361K Sell
2,838
-2,996
-51% -$359K 0.02% 210
2020
Q4 		$702K Buy
5,834
+171
+3% +$19.8K 0.06% 132
2020
Q3 		$659K Buy
5,663
+1,289
+29% +$152K 0.07% 125
2020
Q2 		$505K Sell
4,374
-869
-17% -$101K 0.05% 128
2020
Q1 		$556K Sell
5,243
-2,675
-34% -$338K 0.07% 125
2019
Q4 		$1.01M Sell
7,918
-6,816
-46% -$886K 0.09% 104
2019
Q3 		$2.05M Buy
14,734
+1,378
+10% +$186K 0.19% 83
2019
Q2 		$1.76M Sell
13,356
-886
-6% -$116K 0.16% 93
2019
Q1 		$1.92M Sell
14,242
-2,618
-16% -$334K 0.17% 84
2018
Q4 		$1.83M Sell
16,860
-5,045
-23% -$606K 0.19% 78
2018
Q3 		$3.17M Sell
21,905
-7,579
-26% -$1.06M 0.32% 56
2018
Q2 		$3.94M Buy
29,484
+5,833
+25% +$814K 0.43% 42
2018
Q1 		$3.47M Buy
23,651
+3,449
+17% +$522K 0.41% 46
2017
Q4 		$2.96M Sell
20,202
-2,114
-9% -$307K 0.36% 57
2017
Q3 		$3.1M Buy
22,316
+797
+4% +$111K 0.41% 45
2017
Q2 		$3.17M Sell
21,519
-4,851
-18% -$731K 0.46% 44
2017
Q1 		$4.39M Buy
26,370
+1,515
+6% +$254K 0.55% 42
2016
Q4 		$3.94M Buy
24,855
+538
+2% +$81.9K 0.54% 42
2016
Q3 		$3.69M Sell
24,317
-415
-2% -$63K 0.49% 43
2016
Q2 		$3.59M Sell
24,732
-444
-2% -$63.6K 0.5% 45
2016
Q1 		$3.65M Buy
25,176
+9,379
+59% +$1.2M 0.73% 29
2015
Q4 		$2.08M Sell
15,797
-5,696
-27% -$765K 0.43% 54
2015
Q3 		$2.98M Buy
21,493
+2,066
+11% +$305K 0.65% 27
2015
Q2 		$3.02M Buy
19,427
+621
+3% +$99.8K 0.63% 29
2015
Q1 		$2.89M Sell
18,806
-5,420
-22% -$822K 0.62% 28
2014
Q4 		$3.72M Sell
24,226
-7,292
-23% -$1.16M 0.86% 19
2014
Q3 		$5.72M Buy
31,518
+4,573
+17% +$833K 1.49% 7
2014
Q2 		$4.67M Buy
26,945
+2,005
+8% +$361K 1.23% 11
2014
Q1 		$4.59M Sell
24,940
-286
-1% -$50.4K 1.34% 10
2013
Q4 		$4.52M Sell
25,226
-3,714
-13% -$640K 1.31% 10
2013
Q3 		$5.12M Sell
28,940
-4,208
-13% -$765K 1.55% 4
2013
Q2 		$6.06M Buy
+33,148
New +$6.46M 1.69% 4

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IBM Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its IBM (IBM) stake by 40% in Q1 2026, selling an estimated $120K and leaving 675 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #341.

Johnson Financial Group Inc (Wisconsin) first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.06M in Q2 2013. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 675 shares of IBM worth $164K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 442 IBM shares in Q1 2026, an estimated $120K.
  • IBM made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #341 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s IBM position peaked at $6.06M in Q2 2013.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.