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JPL Wealth Management’s IBM IBM Stock Holding History

JPL Wealth 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 		$4.09M Sell
14,534
-316
-2% -$79.6K 0.81% 46
2026
Q1 		$3.6M Buy
14,850
+91
+0.6% +$24.6K 0.83% 47
2025
Q4 		$4.37M Sell
14,759
-932
-6% -$279K 1.07% 37
2025
Q3 		$4.43M Buy
15,691
+206
+1% +$53.9K 1.05% 35
2025
Q2 		$4.56M Sell
15,485
-8
-0.1% -$2.06K 1.23% 30
2025
Q1 		$3.85M Buy
15,493
+278
+2% +$68K 1.1% 34
2024
Q4 		$3.34M Buy
+15,215
New +$3.39M 0.96% 44
2024
Q2 		$1.89M Buy
+10,933
New +$1.9M 0.93% 51

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 $3.37T AUM 44.26% 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

JPL Wealth Management's IBM Position: Q2 2026 in Review

JPL Wealth Management reduced its IBM (IBM) stake by 2.1% in Q2 2026, selling an estimated $79.6K and leaving 14,534 shares worth $4.09M. The position accounts for 0.81% of the portfolio, ranked #46.

JPL Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.56M in Q2 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JPL Wealth Management held 14,534 shares of IBM worth $4.09M as of Q2 2026.
  • JPL Wealth Management sold 316 IBM shares in Q2 2026, an estimated $79.6K.
  • IBM made up 0.81% of JPL Wealth Management's portfolio in Q2 2026, its #46 holding.
  • JPL Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • JPL Wealth Management's IBM position peaked at $4.56M in Q2 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.