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Jupiter Wealth Management’s IBM IBM Stock Holding History

Jupiter Wealth 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 		$281K Buy
+1,000
New +$252K 0.11% 79
2021
Q4 		– Sell
-2,092
Closed -$240K – 95
2021
Q3 		$240K Sell
2,092
-5,230
-71% -$699K 0.11% 86
2021
Q2 		$1.01M Hold
7,322
– – 0.48% 47
2021
Q1 		$1.01M Buy
+7,322
New +$876K 0.51% 44

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 Wealth Management's IBM Position: Q2 2026 in Review

Jupiter Wealth Management opened a new position in IBM (IBM) in Q2 2026: 1,000 shares worth $281K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Jupiter Wealth Management previously reported a position in IBM as recently as Q3 2021.

Jupiter Wealth Management first reported a position in IBM in Q1 2021 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2021. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Jupiter Wealth Management held 1,000 shares of IBM worth $281K as of Q2 2026.
  • IBM was a new Jupiter Wealth Management position in Q2 2026.
  • IBM made up 0.11% of Jupiter Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Jupiter Wealth Management first reported a position in IBM in Q1 2021 and has held it in 4 quarters since.
  • Jupiter Wealth Management's IBM position peaked at $1.01M in Q1 2021.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.