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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
Q2 		$466K Sell
1,656
-236
-12% -$59.5K 0.07% 149
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 $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

Kiley Juergens Wealth Management's IBM Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $59.5K and leaving 1,656 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #149.

Kiley Juergens Wealth Management first reported a position in IBM in Q4 2017 and has held it in 5 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kiley Juergens Wealth Management held 1,656 shares of IBM worth $466K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 236 IBM shares in Q2 2026, an estimated $59.5K.
  • IBM made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Kiley Juergens Wealth Management first reported a position in IBM in Q4 2017 and has held it in 5 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.