Position history for Williams Jones Wealth Management, LLC.'s holdings in INTERNATIONAL BUSINESS MACHS
Williams Jones Wealth Management, LLC. holds 222,562 shares of IBM (INTERNATIONAL BUSINESS MACHS), worth $53.9M as of 2026-Q1. The position was increased (+73.5% shares). IBM represents 0.7% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$53.9M
Current Shares
222,562
Total Value Change
+$32M
Total Shares Change
+95,825
Other major holders of IBM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 222,562 |
+73.5% |
| $53.9M |
| 0.7% |
| $245.28 |
62 |
| 2025-Q4 | Increased | 128,278 | +8.5% | $38M | 0.4% | $300.34 | 38 |
| 2025-Q3 | Increased | 118,229 | +6.1% | $33.4M | 0.4% | $276.69 | 37 |
| 2025-Q2 | Decreased | 111,451 | -4.6% | $32.9M | 0.4% | $284.55 | 0 |
| 2025-Q1 | Decreased | 116,833 | -5.0% | $29.1M | 0.4% | $238.08 | 0 |
| 2024-Q4 | Decreased | 122,926 | -1.4% | $27M | 0.3% | $213.49 | 0 |
| 2024-Q3 | Decreased | 124,724 | -1.6% | $27.6M | 0.3% | $212.38 | 0 |
| 2024-Q2 | Decreased | 126,737 | -30.1% | $21.9M | 0.3% | $164.89 | 0 |