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Joseph Group Capital Management’s IBM IBM Stock Holding History

Joseph Group Capital Management’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 		$28.8K Buy
119
+26
+28% +$7.04K 0.01% 146
2025
Q4 		$27.5K Buy
+93
New +$27.9K 0.01% 110

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

Joseph Group Capital Management's IBM Position: Q1 2026 in Review

Joseph Group Capital Management increased its IBM (IBM) stake by 28% in Q1 2026, buying an estimated $7.04K and bringing the position to 119 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #146.

Joseph Group Capital Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Joseph Group Capital Management held 119 shares of IBM worth $28.8K as of Q1 2026.
  • Joseph Group Capital Management bought 26 IBM shares in Q1 2026, an estimated $7.04K.
  • IBM made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #146 holding.
  • Joseph Group Capital Management first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.