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Williams Jones Wealth Management’s IBM IBM Stock Holding History

Williams Jones 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 		$61.8M Sell
219,878
-2,684
-1% -$676K 0.7% 36
2026
Q1 		$53.9M Buy
222,562
+94,284
+73% +$25.5M 0.66% 44
2025
Q4 		$38M Buy
128,278
+10,049
+8% +$3.01M 0.43% 54
2025
Q3 		$33.4M Buy
118,229
+6,778
+6% +$1.77M 0.38% 55
2025
Q2 		$32.9M Sell
111,451
-5,382
-5% -$1.39M 0.39% 53
2025
Q1 		$29.1M Sell
116,833
-6,093
-5% -$1.49M 0.37% 53
2024
Q4 		$27M Sell
122,926
-1,798
-1% -$400K 0.33% 58
2024
Q3 		$27.6M Sell
124,724
-2,013
-2% -$395K 0.32% 57
2024
Q2 		$21.9M Sell
126,737
-54,468
-30% -$9.46M 0.27% 66
2024
Q1 		$34.6M Buy
181,205
+91,287
+102% +$16.7M 0.44% 51
2023
Q4 		$14.7M Buy
89,918
+40,657
+83% +$6.14M 0.21% 80
2023
Q3 		$6.91M Sell
49,261
-504
-1% -$71.7K 0.11% 119
2023
Q2 		$6.66M Sell
49,765
-2,368
-5% -$306K 0.1% 124
2023
Q1 		$6.83M Sell
52,133
-512
-1% -$68.5K 0.11% 125
2022
Q4 		$7.42M Buy
52,645
+615
+1% +$84.8K 0.12% 118
2022
Q3 		$6.18M Sell
52,030
-1,747
-3% -$229K 0.11% 124
2022
Q2 		$7.59M Buy
53,777
+13,728
+34% +$1.85M 0.12% 116
2022
Q1 		$5.21M Buy
40,049
+4,418
+12% +$576K 0.07% 141
2021
Q4 		$4.76M Sell
35,631
-7,088
-17% -$889K 0.06% 146
2021
Q3 		$5.67M Buy
42,719
+330
+0.8% +$44.1K 0.08% 134
2021
Q2 		$5.94M Sell
42,389
-772
-2% -$106K 0.08% 137
2021
Q1 		$5.5M Sell
43,161
-4,586
-10% -$549K 0.09% 136
2020
Q4 		$5.75M Buy
47,747
+3,793
+9% +$438K 0.09% 118
2020
Q3 		$5.11M Sell
43,954
-2,420
-5% -$285K 0.09% 115
2020
Q2 		$5.35M Sell
46,374
-5,226
-10% -$607K 0.11% 104
2020
Q1 		$5.47M Buy
51,600
+6,538
+15% +$827K 0.14% 91
2019
Q4 		$5.77M Sell
45,062
-7,937
-15% -$1.03M 0.11% 112
2019
Q3 		$7.37M Buy
+52,999
New +$7.15M 0.15% 95

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

Williams Jones Wealth Management's IBM Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $676K and leaving 219,878 shares worth $61.8M. The position accounts for 0.7% of the portfolio, ranked #36.

Williams Jones Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Williams Jones Wealth Management held 219,878 shares of IBM worth $61.8M as of Q2 2026.
  • Williams Jones Wealth Management sold 2,684 IBM shares in Q2 2026, an estimated $676K.
  • IBM made up 0.7% of Williams Jones Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Williams Jones Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.