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Ross\Johnson & Associates’s IBM IBM Stock Holding History

Ross\Johnson & Associates’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 		$16.7K Sell
69
-1
-1% -$271 0.3% 29
2025
Q4 		$20.7K Buy
70
+1
+1% +$299 0.39% 28
2025
Q3 		$19.5K Hold
69
– – 0.37% 26
2025
Q2 		$20.3K Sell
69
-1
-1% -$258 0.42% 24
2025
Q1 		$17.4K Buy
70
+1
+1% +$245 0.3% 40
2024
Q4 		$15.2K Buy
+69
New +$15.4K 0.35% 23

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

Ross\Johnson & Associates's IBM Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its IBM (IBM) stake by 1.4% in Q1 2026, selling an estimated $271 and leaving 69 shares worth $16.7K. The position accounts for 0.3% of the portfolio, ranked #29.

Ross\Johnson & Associates first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.7K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ross\Johnson & Associates held 69 shares of IBM worth $16.7K as of Q1 2026.
  • Ross\Johnson & Associates sold 1 IBM share in Q1 2026, an estimated $271.
  • IBM made up 0.3% of Ross\Johnson & Associates's portfolio in Q1 2026, its #29 holding.
  • Ross\Johnson & Associates first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's IBM position peaked at $20.7K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.