Jones Financial Companies
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Jones Financial Companies’s IBM IBM Stock Holding History

Jones Financial Companies’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 		$99.6M Buy
420,969
+162,706
+63% +$44M 0.05% 201
2025
Q4 		$76.5M Buy
258,263
+36,105
+16% +$10.8M 0.05% 124
2025
Q3 		$63.1M Buy
222,158
+28,354
+15% +$7.42M 0.04% 134
2025
Q2 		$56.2M Buy
193,804
+29,265
+18% +$7.54M 0.04% 128
2025
Q1 		$40.2M Buy
164,539
+33,725
+26% +$8.25M 0.04% 134
2024
Q4 		$28.8M Buy
130,814
+29,775
+29% +$6.63M 0.03% 136
2024
Q3 		$22.3M Buy
101,039
+42,327
+72% +$8.3M 0.02% 126
2024
Q2 		$10.2M Buy
58,712
+39,615
+207% +$6.88M 0.01% 150
2024
Q1 		$3.65M Buy
19,097
+2,477
+15% +$452K 0.01% 160
2023
Q4 		$2.72M Buy
16,620
+1,151
+7% +$174K ﹤0.01% 154
2023
Q3 		$2.17M Sell
15,469
-590
-4% -$83.9K ﹤0.01% 154
2023
Q2 		$2.15M Sell
16,059
-1,765
-10% -$228K ﹤0.01% 157
2023
Q1 		$2.34M Buy
17,824
+491
+3% +$65.7K ﹤0.01% 151
2022
Q4 		$2.44M Buy
17,333
+151
+0.9% +$20.8K ﹤0.01% 151
2022
Q3 		$2.04M Sell
17,182
-342
-2% -$44.9K ﹤0.01% 144
2022
Q2 		$2.47M Sell
17,524
-3,351
-16% -$452K ﹤0.01% 132
2022
Q1 		$2.71M Buy
20,875
+958
+5% +$125K ﹤0.01% 135
2021
Q4 		$2.66M Buy
19,917
+1,681
+9% +$211K ﹤0.01% 132
2021
Q3 		$2.42M Sell
18,236
-244
-1% -$32.6K ﹤0.01% 130
2021
Q2 		$2.59M Sell
18,480
-263
-1% -$36K ﹤0.01% 129
2021
Q1 		$2.39M Buy
18,743
+2,724
+17% +$326K ﹤0.01% 131
2020
Q4 		$1.93M Buy
16,019
+9,827
+159% +$1.14M ﹤0.01% 132
2020
Q3 		$720K Buy
6,192
+1,446
+30% +$170K ﹤0.01% 148
2020
Q2 		$548K Buy
4,746
+1,282
+37% +$149K ﹤0.01% 158
2020
Q1 		$367K Buy
3,464
+75
+2% +$9.48K ﹤0.01% 167
2019
Q4 		$435K Sell
3,389
-750
-18% -$97.5K ﹤0.01% 174
2019
Q3 		$575K Buy
4,139
+349
+9% +$47.1K ﹤0.01% 157
2019
Q2 		$499K Sell
3,790
-544
-13% -$71.5K ﹤0.01% 163
2019
Q1 		$585K Sell
4,334
-275
-6% -$35.1K ﹤0.01% 159
2018
Q4 		$501K Sell
4,609
-2,800
-38% -$336K ﹤0.01% 164
2018
Q3 		$1.07M Sell
7,409
-1,108
-13% -$155K ﹤0.01% 141
2018
Q2 		$1.14M Sell
8,517
-3,011
-26% -$420K ﹤0.01% 139
2018
Q1 		$1.69M Sell
11,528
-3,234
-22% -$489K ﹤0.01% 130
2017
Q4 		$2.17M Sell
14,762
-3,547
-19% -$516K 0.01% 127
2017
Q3 		$2.54M Sell
18,309
-15,278
-45% -$2.13M 0.01% 125
2017
Q2 		$4.94M Sell
33,587
-11,556
-26% -$1.74M 0.01% 95
2017
Q1 		$7.52M Sell
45,143
-14,744
-25% -$2.47M 0.02% 72
2016
Q4 		$9.5M Sell
59,887
-3,615
-6% -$551K 0.03% 58
2016
Q3 		$9.64M Sell
63,502
-1,299
-2% -$197K 0.04% 58
2016
Q2 		$9.4M Buy
64,801
+4,257
+7% +$609K 0.04% 57
2016
Q1 		$8.77M Buy
60,544
+5,693
+10% +$727K 0.05% 55
2015
Q4 		$7.22M Sell
54,851
-5,501
-9% -$739K 0.04% 61
2015
Q3 		$8.36M Sell
60,352
-7,865
-12% -$1.16M 0.05% 54
2015
Q2 		$10.6M Buy
68,217
+445
+0.7% +$71.5K 0.07% 43
2015
Q1 		$10.4M Buy
67,772
+26,912
+66% +$4.08M 0.07% 44
2014
Q4 		$6.27M Sell
40,860
-23,813
-37% -$3.79M 0.04% 66
2014
Q3 		$11.7M Buy
64,673
+10,967
+20% +$2M 0.08% 31
2014
Q2 		$9.31M Sell
53,706
-1,639
-3% -$295K 0.07% 41
2014
Q1 		$10.2M Buy
55,345
+7,275
+15% +$1.28M 0.08% 36
2013
Q4 		$8.62M Sell
48,070
-11,464
-19% -$1.98M 0.08% 40
2013
Q3 		$10.5M Buy
59,534
+5,207
+10% +$946K 0.1% 29
2013
Q2 		$9.93M Buy
+54,327
New +$10.6M 0.11% 29

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

Jones Financial Companies's IBM Position: Q1 2026 in Review

Jones Financial Companies increased its IBM (IBM) stake by 63% in Q1 2026, buying an estimated $44M and bringing the position to 420,969 shares worth $99.6M. The position accounts for 0.05% of the portfolio, ranked #201.

Jones Financial Companies first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Jones Financial Companies held 420,969 shares of IBM worth $99.6M as of Q1 2026.
  • Jones Financial Companies bought 162,706 IBM shares in Q1 2026, an estimated $44M.
  • IBM made up 0.05% of Jones Financial Companies's portfolio in Q1 2026, its #201 holding.
  • Jones Financial Companies first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.