JFGLC
IBM icon

Johnson Financial Group LLC (Colorado)’s IBM IBM Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$294K Buy
+1,214
New +$328K 0.02% 141
2017
Q1 		– Sell
-2,507
Closed -$398K – 78
2016
Q4 		$398K Buy
+2,507
New +$382K 0.32% 41

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 LLC (Colorado)'s IBM Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in IBM (IBM) in Q1 2026: 1,214 shares worth $294K. The stake represents 0.02% of the portfolio and ranks #141 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in IBM as recently as Q4 2016.

Johnson Financial Group LLC (Colorado) first reported a position in IBM in Q4 2016 and has held it in 2 quarters since. The position peaked at $398K in Q4 2016. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 1,214 shares of IBM worth $294K as of Q1 2026.
  • IBM was a new Johnson Financial Group LLC (Colorado) position in Q1 2026.
  • IBM made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #141 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in IBM in Q4 2016 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s IBM position peaked at $398K in Q4 2016.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.