JSW
IBM icon

Journey Strategic Wealth’s IBM IBM Stock Holding History

Journey Strategic Wealth’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 		$4.39M Sell
18,118
-1,064
-6% -$288K 0.11% 56
2025
Q4 		$5.68M Buy
19,182
+668
+4% +$200K 0.15% 46
2025
Q3 		$5.22M Sell
18,514
-127
-0.7% -$33.2K 0.15% 48
2025
Q2 		$5.49M Buy
18,641
+2,970
+19% +$765K 0.18% 44
2025
Q1 		$3.9M Buy
15,671
+5,782
+58% +$1.41M 0.14% 52
2024
Q4 		$2.17M Buy
9,889
+2,967
+43% +$661K 0.08% 72
2024
Q3 		$1.53M Buy
6,922
+1,513
+28% +$297K 0.06% 92
2024
Q2 		$935K Buy
5,409
+1,586
+41% +$276K 0.04% 97
2024
Q1 		$730K Buy
3,823
+1,454
+61% +$265K 0.03% 99
2023
Q4 		$388K Sell
2,369
-90
-4% -$13.6K 0.02% 111
2023
Q3 		$345K Buy
2,459
+69
+3% +$9.82K 0.02% 104
2023
Q2 		$320K Sell
2,390
-2,123
-47% -$274K 0.01% 118
2023
Q1 		$592K Sell
4,513
-23
-0.5% -$3.08K 0.06% 89
2022
Q4 		$639K Buy
4,536
+452
+11% +$62.3K 0.08% 80
2022
Q3 		$485K Buy
4,084
+2,118
+108% +$278K 0.07% 70
2022
Q2 		$278K Sell
1,966
-1,589
-45% -$214K 0.04% 84
2022
Q1 		$462K Buy
3,555
+221
+7% +$28.8K 0.05% 57
2021
Q4 		$446K Buy
+3,334
New +$418K 0.05% 83

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 Strategic Wealth's IBM Position: Q1 2026 in Review

Journey Strategic Wealth reduced its IBM (IBM) stake by 5.5% in Q1 2026, selling an estimated $288K and leaving 18,118 shares worth $4.39M. The position accounts for 0.11% of the portfolio, ranked #56.

Journey Strategic Wealth first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.68M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Journey Strategic Wealth held 18,118 shares of IBM worth $4.39M as of Q1 2026.
  • Journey Strategic Wealth sold 1,064 IBM shares in Q1 2026, an estimated $288K.
  • IBM made up 0.11% of Journey Strategic Wealth's portfolio in Q1 2026, its #56 holding.
  • Journey Strategic Wealth first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's IBM position peaked at $5.68M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.