JAG
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Journey Advisory Group’s IBM IBM Stock Holding History

Journey Advisory Group’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 		$2.16M Sell
8,924
-5,350
-37% -$1.45M 0.18% 108
2025
Q4 		$4.23M Buy
14,274
+387
+3% +$116K 0.36% 88
2025
Q3 		$3.92M Buy
13,887
+3,898
+39% +$1.02M 0.29% 89
2025
Q2 		$2.94M Buy
9,989
+1,954
+24% +$503K 0.23% 102
2025
Q1 		$2M Sell
8,035
-1,844
-19% -$451K 0.16% 113
2024
Q4 		$1.71M Hold
9,879
– – 0.2% 85
2024
Q3 		$1.71M Hold
9,879
– – 0.2% 85
2024
Q2 		$1.71M Buy
9,879
+450
+5% +$78.2K 0.2% 85
2024
Q1 		$1.8M Buy
9,429
+6,458
+217% +$1.18M 0.22% 89
2023
Q4 		$486K Buy
2,971
+830
+39% +$125K 0.07% 150
2023
Q3 		$300K Buy
2,141
+200
+10% +$28.5K 0.04% 174
2023
Q2 		$260K Buy
1,941
+37
+2% +$4.78K 0.04% 197
2023
Q1 		$250K Sell
1,904
-142
-7% -$19K 0.04% 209
2022
Q4 		$288K Sell
2,046
-151
-7% -$20.8K 0.07% 182
2022
Q3 		$261K Buy
2,197
+100
+5% +$13.1K 0.07% 200
2022
Q2 		$277K Buy
2,097
+260
+14% +$35.1K 0.06% 207
2022
Q1 		$239K Buy
+1,837
New +$240K 0.06% 203

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

Journey Advisory Group's IBM Position: Q1 2026 in Review

Journey Advisory Group reduced its IBM (IBM) stake by 37% in Q1 2026, selling an estimated $1.45M and leaving 8,924 shares worth $2.16M. The position accounts for 0.18% of the portfolio, ranked #108.

Journey Advisory Group first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.23M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Journey Advisory Group held 8,924 shares of IBM worth $2.16M as of Q1 2026.
  • Journey Advisory Group sold 5,350 IBM shares in Q1 2026, an estimated $1.45M.
  • IBM made up 0.18% of Journey Advisory Group's portfolio in Q1 2026, its #108 holding.
  • Journey Advisory Group first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • Journey Advisory Group's IBM position peaked at $4.23M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.