JTC Employer Solutions Trustee’s IBM IBM Stock Holding History

JTC Employer Solutions Trustee’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	$38K	Sell	155 -42	-21%	-$11.4K	﹤0.01%	252
2025 Q4	$58K	Hold	197	–	–	﹤0.01%	240
2025 Q3	$56K	Hold	197	–	–	﹤0.01%	238
2025 Q2	$58K	Hold	197	–	–	0.01%	228
2025 Q1	$49K	Hold	197	–	–	﹤0.01%	243
2024 Q4	$43K	Hold	197	–	–	﹤0.01%	248
2024 Q3	$43K	Hold	197	–	–	﹤0.01%	251
2024 Q2	$34K	Hold	197	–	–	﹤0.01%	264
2024 Q1	$38K	Hold	197	–	–	﹤0.01%	267
2023 Q4	$32K	Sell	197 -900	-82%	-$136K	﹤0.01%	274
2023 Q3	$154K	Hold	1,097	–	–	0.01%	152
2023 Q2	$147K	Hold	1,097	–	–	0.01%	155
2023 Q1	$144K	Hold	1,097	–	–	0.02%	162
2022 Q4	$155K	Hold	1,097	–	–	0.01%	157
2022 Q3	$130K	Buy	1,097 +155	+16%	+$20.3K	0.02%	145
2022 Q2	$133K	Hold	942	–	–	0.02%	132
2022 Q1	$122K	Hold	942	–	–	0.01%	150
2021 Q4	$126K	Sell	942 -43	-4%	-$5.39K	0.02%	146
2021 Q3	$131K	Buy	985 +44	+5%	+$5.88K	0.02%	143
2021 Q2	$132K	Buy	+941	New	+$129K	0.02%	136

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

JTC Employer Solutions Trustee's IBM Position: Q1 2026 in Review

JTC Employer Solutions Trustee reduced its IBM (IBM) stake by 21% in Q1 2026, selling an estimated $11.4K and leaving 155 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

JTC Employer Solutions Trustee first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $155K in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

JTC Employer Solutions Trustee held 155 shares of IBM worth $38K as of Q1 2026.
JTC Employer Solutions Trustee sold 42 IBM shares in Q1 2026, an estimated $11.4K.
IBM made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #252 holding.
JTC Employer Solutions Trustee first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's IBM position peaked at $155K in Q4 2022.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.