JF
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JSF Financial’s IBM IBM Stock Holding History

JSF Financial’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 		$314K Buy
+1,116
New +$281K 0.05% 113
2026
Q1 		– Sell
-817
Closed -$242K – 130
2025
Q4 		$242K Buy
+817
New +$245K 0.05% 117
2025
Q3 		– Sell
-810
Closed -$239K – 132
2025
Q2 		$239K Buy
+810
New +$209K 0.06% 114

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

JSF Financial's IBM Position: Q2 2026 in Review

JSF Financial opened a new position in IBM (IBM) in Q2 2026: 1,116 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: JSF Financial previously reported a position in IBM as recently as Q4 2025.

JSF Financial first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • JSF Financial held 1,116 shares of IBM worth $314K as of Q2 2026.
  • IBM was a new JSF Financial position in Q2 2026.
  • IBM made up 0.05% of JSF Financial's portfolio in Q2 2026, its #113 holding.
  • JSF Financial first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.