JSL
IBM icon

JT Stratford LLC’s IBM IBM Stock Holding History

JT Stratford LLC’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 		$319K Sell
1,314
-82
-6% -$22.2K 0.04% 259
2025
Q4 		$414K Sell
1,396
-86
-6% -$25.8K 0.05% 236
2025
Q3 		$418K Buy
1,482
+570
+63% +$149K 0.06% 230
2025
Q2 		$269K Buy
+912
New +$235K 0.04% 244
2023
Q2 		– Sell
-2,831
Closed -$371K – 239
2023
Q1 		$371K Buy
2,831
+416
+17% +$55.7K 0.11% 183
2022
Q4 		$340K Buy
2,415
+480
+25% +$66.2K 0.11% 177
2022
Q3 		$230K Buy
1,935
+179
+10% +$23.5K 0.08% 174
2022
Q2 		$248K Buy
1,756
+137
+8% +$18.5K 0.08% 187
2022
Q1 		$211K Buy
1,619
+22
+1% +$2.87K 0.06% 195
2021
Q4 		$213K Sell
1,597
-515
-24% -$64.6K 0.06% 195
2021
Q3 		$280K Sell
2,112
-1,681
-44% -$225K 0.09% 179
2021
Q2 		$532K Sell
3,793
-136
-3% -$18.6K 0.17% 117
2021
Q1 		$501K Sell
3,929
-32
-0.8% -$3.83K 0.18% 117
2020
Q4 		$477K Buy
3,961
+268
+7% +$31K 0.18% 107
2020
Q3 		$430K Sell
3,693
-281
-7% -$33.1K 0.19% 101
2020
Q2 		$459K Buy
3,974
+512
+15% +$59.5K 0.24% 99
2020
Q1 		$367K Buy
3,462
+1,811
+110% +$229K 0.22% 80
2019
Q4 		$212K Sell
1,651
-101
-6% -$13.1K 0.1% 137
2019
Q3 		$244K Buy
+1,752
New +$236K 0.14% 127

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

JT Stratford LLC's IBM Position: Q1 2026 in Review

JT Stratford LLC reduced its IBM (IBM) stake by 5.9% in Q1 2026, selling an estimated $22.2K and leaving 1,314 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #259.

JT Stratford LLC first reported a position in IBM in Q3 2019 and has held it in 19 quarters since. The position peaked at $532K in Q2 2021. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • JT Stratford LLC held 1,314 shares of IBM worth $319K as of Q1 2026.
  • JT Stratford LLC sold 82 IBM shares in Q1 2026, an estimated $22.2K.
  • IBM made up 0.04% of JT Stratford LLC's portfolio in Q1 2026, its #259 holding.
  • JT Stratford LLC first reported a position in IBM in Q3 2019 and has held it in 19 quarters since.
  • JT Stratford LLC's IBM position peaked at $532K in Q2 2021.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.