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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSF Financial's IBM Position: Q1 2026 in Review

JSF Financial sold out of IBM (IBM) in Q1 2026, closing a stake of 817 shares — an estimated $242K sold.

JSF Financial first reported a position in IBM in Q2 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

JSF Financial reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
JSF Financial sold 817 IBM shares in Q1 2026, an estimated $242K.
JSF Financial first reported a position in IBM in Q2 2025 and held it in 2 quarters.
JSF Financial's IBM position peaked at $242K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.