JRPIM
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Journey Retirement Planning & Investment Management’s IBM IBM Stock Holding History

Journey Retirement Planning & Investment 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
Q2 		$580K Sell
2,060
-168
-8% -$42.3K 0.45% 70
2026
Q1 		$540K Sell
2,228
-8,564
-79% -$2.32M 0.48% 64
2025
Q4 		$3.2M Buy
+10,792
New +$3.23M 0.66% 32

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Journey Retirement Planning & Investment Management's IBM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its IBM (IBM) stake by 7.5% in Q2 2026, selling an estimated $42.3K and leaving 2,060 shares worth $580K. The position accounts for 0.45% of the portfolio, ranked #70.

Journey Retirement Planning & Investment Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,060 shares of IBM worth $580K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 168 IBM shares in Q2 2026, an estimated $42.3K.
  • IBM made up 0.45% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #70 holding.
  • Journey Retirement Planning & Investment Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's IBM position peaked at $3.2M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.