Question 1

How many shares of IBM does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 219,878 shares of IBM (INTL BUSINESS MACHINES CORP).

Question 2

What is Williams Jones Wealth Management, LLC.'s IBM position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s IBM position is worth $61.8M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling IBM?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their IBM position (-1.2% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy IBM?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in IBM in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	219,878	-1.2%	$61.8M	0.7%	$279.21	0
2026-Q1	Increased	222,562	+73.5%	$53.9M	0.7%	$238.91	62
2025-Q4	Increased	128,278	+8.5%	$38M	0.4%	$290.30	38
2025-Q3	Increased	118,229	+6.1%	$33.4M	0.4%	$275.01	37
2025-Q2	Decreased	111,451	-4.6%	$32.9M	0.4%	$285.38	0
2025-Q1	Decreased	116,833	-5.0%	$29.1M	0.4%	$239.14	0
2024-Q4	Decreased	122,926	-1.4%	$27M	0.3%	$210.02	0
2024-Q3	Decreased	124,724	-1.6%	$27.6M	0.3%	$209.56	0
2024-Q2	Decreased	126,737	-30.1%	$21.9M	0.3%	$162.51	0
2024-Q1	Increased	181,205	+101.5%	$34.6M	0.4%	$177.67	56
2023-Q4	Increased	89,918	+82.5%	$14.7M	0.2%	$150.80	52
2023-Q3	Decreased	49,261	-1.0%	$6.9M	0.1%	$127.91	0
2023-Q2	Decreased	49,765	-4.5%	$6.7M	0.1%	$120.60	0
2023-Q1	Decreased	52,133	-1.0%	$6.8M	0.1%	$116.56	0
2022-Q4	Increased	52,645	+1.2%	$7.4M	0.1%	$123.76	33
2022-Q3	Decreased	52,030	-3.3%	$6.2M	0.1%	$103.13	0
2022-Q2	Increased	53,777	+34.3%	$7.6M	0.1%	$121.03	42
2022-Q1	Increased	40,049	+12.4%	$5.2M	0.1%	$110.12	30
2021-Q4	Decreased	35,631	-12.8%	$4.8M	0.1%	$111.86	0
2021-Q3	Increased	40,840	+0.8%	$5.7M	0.1%	$109.69	27
2021-Q2	Decreased	40,525	-1.8%	$5.9M	0.1%	$114.42	0
2021-Q1	Decreased	41,263	-9.6%	$5.5M	0.1%	$102.87	0
2020-Q4	Increased	45,647	+8.6%	$5.7M	0.1%	$95.89	29
2020-Q3	Decreased	42,021	-5.2%	$5.1M	0.1%	$91.36	0
2020-Q2	Decreased	44,335	-10.1%	$5.4M	0.1%	$89.51	0
2020-Q1	Increased	49,331	+14.5%	$5.5M	0.1%	$81.13	37
2019-Q4	Decreased	43,080	-15.0%	$5.8M	0.1%	$97.02	0
2019-Q3	New	50,668	-	$7.4M	0.2%	$104.03	45

IBM28 quarters

IBM
28 quarters