KJWM
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Kiley Juergens Wealth Management’s IBM IBM Stock Holding History

Kiley Juergens 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
Q1 		$459K Buy
+1,892
New +$512K 0.08% 145
2018
Q4 		– Sell
-2,252
Closed -$325K – 308
2018
Q3 		$325K Buy
2,252
+524
+30% +$73.2K 0.24% 69
2018
Q2 		$230K Buy
+1,728
New +$241K 0.21% 74
2018
Q1 		– Sell
-924
Closed -$135K – 314
2017
Q4 		$135K Buy
+924
New +$134K 0.12% 104

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

Kiley Juergens Wealth Management's IBM Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in IBM (IBM) in Q1 2026: 1,892 shares worth $459K. The stake represents 0.08% of the portfolio and ranks #145 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IBM as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in IBM in Q4 2017 and has held it in 4 quarters since. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kiley Juergens Wealth Management held 1,892 shares of IBM worth $459K as of Q1 2026.
  • IBM was a new Kiley Juergens Wealth Management position in Q1 2026.
  • IBM made up 0.08% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Kiley Juergens Wealth Management first reported a position in IBM in Q4 2017 and has held it in 4 quarters since.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.