JAM
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Jupiter Asset Management’s IBM IBM Stock Holding History

Jupiter Asset Management’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 		– Sell
-101,996
Closed -$24.7M – 590
2026
Q1 		$24.7M Buy
+101,996
New +$27.6M 0.13% 190
2024
Q4 		– Sell
-13,359
Closed -$2.95M – 428
2024
Q3 		$2.95M Sell
13,359
-273
-2% -$53.5K 0.03% 306
2024
Q2 		$2.36M Sell
13,632
-3,098
-19% -$538K 0.02% 307
2024
Q1 		$3.19M Sell
16,730
-9,514
-36% -$1.74M 0.03% 286
2023
Q4 		$4.29M Buy
26,244
+15,197
+138% +$2.3M 0.04% 266
2023
Q3 		$1.55M Sell
11,047
-83,317
-88% -$11.9M 0.02% 361
2023
Q2 		$12.6M Buy
94,364
+84,158
+825% +$10.9M 0.14% 188
2023
Q1 		$1.34M Hold
10,206
– – 0.02% 322
2022
Q4 		$1.44M Sell
10,206
-1,360
-12% -$188K 0.02% 345
2022
Q3 		$1.37M Buy
11,566
+2,137
+23% +$280K 0.02% 375
2022
Q2 		$1.33M Buy
9,429
+264
+3% +$35.6K 0.02% 402
2022
Q1 		$1.19M Hold
9,165
– – 0.01% 400
2021
Q4 		$1.23M Buy
9,165
+4,486
+96% +$563K 0.01% 407
2021
Q3 		$621K Buy
+4,679
New +$625K 0.01% 457
2021
Q2 		– Sell
-15,766
Closed -$2.01M – 624
2021
Q1 		$2.01M Sell
15,766
-162,956
-91% -$19.5M 0.02% 401
2020
Q4 		$21.5M Buy
178,722
+170,397
+2,047% +$19.7M 0.22% 134
2020
Q3 		$968K Buy
+8,325
New +$980K 0.01% 465

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

Jupiter Asset Management's IBM Position: Q2 2026 in Review

Jupiter Asset Management sold out of IBM (IBM) in Q2 2026, closing a stake of 101,996 shares — an estimated $24.7M sold.

Jupiter Asset Management first reported a position in IBM in Q3 2020 and held it in 17 quarters. The position peaked at $24.7M in Q1 2026. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jupiter Asset Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 101,996 IBM shares in Q2 2026, an estimated $24.7M.
  • Jupiter Asset Management first reported a position in IBM in Q3 2020 and held it in 17 quarters.
  • Jupiter Asset Management's IBM position peaked at $24.7M in Q1 2026.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.