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Willis Johnson & Associates’s IBM IBM Stock Holding History

Willis 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
2024
Q4 		– Sell
-200
Closed -$44.2K – 165
2024
Q3 		$44.2K Hold
200
– – ﹤0.01% 166
2024
Q2 		$34.6K Hold
200
– – ﹤0.01% 152
2024
Q1 		$38.2K Hold
200
– – ﹤0.01% 156
2023
Q4 		$32.7K Hold
200
– – ﹤0.01% 139
2023
Q3 		$28.1K Buy
+200
New +$28.5K ﹤0.01% 125

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

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

Willis Johnson & Associates sold out of IBM (IBM) in Q2 2026, closing a stake of 2,144 shares — an estimated $520K sold.

Willis Johnson & Associates first reported a position in IBM in Q3 2023 and held it in 11 quarters. The position peaked at $892K in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Willis Johnson & Associates reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 2,144 IBM shares in Q2 2026, an estimated $520K.
  • Willis Johnson & Associates first reported a position in IBM in Q3 2023 and held it in 11 quarters.
  • Willis Johnson & Associates's IBM position peaked at $892K in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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