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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 $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

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

Willis Johnson & Associates reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $235K and leaving 2,144 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #110.

Willis Johnson & Associates first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $892K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Willis Johnson & Associates held 2,144 shares of IBM worth $520K as of Q1 2026.
  • Willis Johnson & Associates sold 867 IBM shares in Q1 2026, an estimated $235K.
  • IBM made up 0.03% of Willis Johnson & Associates's portfolio in Q1 2026, its #110 holding.
  • Willis Johnson & Associates first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Willis Johnson & Associates's IBM position peaked at $892K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.