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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
Q2 		$3.04M Buy
10,819
+1,895
+21% +$477K 0.23% 103
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 $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 $3.38T AUM 44.17% 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

Journey Advisory Group's IBM Position: Q2 2026 in Review

Journey Advisory Group increased its IBM (IBM) stake by 21% in Q2 2026, buying an estimated $477K and bringing the position to 10,819 shares worth $3.04M. The position accounts for 0.23% of the portfolio, ranked #103.

Journey Advisory Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.23M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Journey Advisory Group held 10,819 shares of IBM worth $3.04M as of Q2 2026.
  • Journey Advisory Group bought 1,895 IBM shares in Q2 2026, an estimated $477K.
  • IBM made up 0.23% of Journey Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Journey Advisory Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Journey Advisory Group's IBM position peaked at $4.23M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.