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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
Q2 		$19.7K Buy
70
+1
+1% +$252 0.31% 29
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 $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

Ross\Johnson & Associates's IBM Position: Q2 2026 in Review

Ross\Johnson & Associates increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $252 and bringing the position to 70 shares worth $19.7K. The position accounts for 0.31% of the portfolio, ranked #29.

Ross\Johnson & Associates first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.7K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ross\Johnson & Associates held 70 shares of IBM worth $19.7K as of Q2 2026.
  • Ross\Johnson & Associates bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.31% of Ross\Johnson & Associates's portfolio in Q2 2026, its #29 holding.
  • Ross\Johnson & Associates first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Ross\Johnson & Associates's IBM position peaked at $20.7K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.