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 Q2	$44K	Hold	155	–	–	﹤0.01%	255
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JTC Employer Solutions Trustee's IBM Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its IBM (IBM) position steady in Q2 2026 at 155 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

JTC Employer Solutions Trustee first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $155K in Q4 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

JTC Employer Solutions Trustee held 155 shares of IBM worth $44K as of Q2 2026.
JTC Employer Solutions Trustee left its IBM share count unchanged in Q2 2026.
IBM made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #255 holding.
JTC Employer Solutions Trustee first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
JTC Employer Solutions Trustee's IBM position peaked at $155K in Q4 2022.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.