IBM — IntlBusinessMachines

Ownership history in JACOBS & CO/CA · 87 quarters on record

This page tracks every 13F SEC filing in which JACOBS & CO/CA reported a position in IntlBusinessMachines (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.01% (2013 Q2)

Avg. % of fund

1.68%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

87

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	63,388	-114	-0.2%	1.77%	$18.8M	$294.53
2025 Q3	REDUCED	63,502	-322	-0.5%	1.71%	$17.9M	$279.02
2025 Q2	REDUCED	63,824	-1,965	-3.0%	1.87%	$18.8M	$289.54
2025 Q1	REDUCED	65,789	-2,203	-3.2%	1.74%	$16.4M	$242.63

% of Fund (quarterly) IBM price (monthly, adj. close)

Other funds also holding IBM

As of 2025 Q4 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%

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