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
Q2 		$564K Buy
2,007
+793
+65% +$200K 0.03% 141
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 $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 Financial Group LLC (Colorado)'s IBM Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its IBM (IBM) stake by 65% in Q2 2026, buying an estimated $200K and bringing the position to 2,007 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #141.

Johnson Financial Group LLC (Colorado) first reported a position in IBM in Q4 2016 and has held it in 3 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 2,007 shares of IBM worth $564K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 793 IBM shares in Q2 2026, an estimated $200K.
  • IBM made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #141 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in IBM in Q4 2016 and has held it in 3 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.