Alan B. Lancz & Associates’s IBM IBM Stock Holding History

Alan B. Lancz & 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
2026 Q2	$210K	Buy	+746	New	+$188K	0.18%	137
2026 Q1	–	Sell	-746	Closed	-$221K	–	135
2025 Q4	$221K	Hold	746	–	–	0.19%	122
2025 Q3	$210K	Hold	746	–	–	0.19%	127
2025 Q2	$220K	Buy	+746	New	+$192K	0.22%	119
2024 Q4	–	Sell	-946	Closed	-$209K	–	133
2024 Q3	$209K	Buy	+946	New	+$185K	0.19%	128
2023 Q2	–	Sell	-1,146	Closed	-$150K	–	154
2023 Q1	$150K	Hold	1,146	–	–	0.16%	149
2022 Q4	$167K	Sell	1,146 -100	-8%	-$13.8K	0.17%	149
2022 Q3	$148K	Hold	1,246	–	–	0.18%	143
2022 Q2	$163K	Sell	1,246 -300	-19%	-$40.5K	0.16%	151
2022 Q1	$201K	Hold	1,546	–	–	0.18%	143
2021 Q4	$207K	Buy	+1,546	New	+$194K	0.18%	141

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alan B. Lancz & Associates's IBM Position: Q2 2026 in Review

Alan B. Lancz & Associates opened a new position in IBM (IBM) in Q2 2026: 746 shares worth $210K. The stake represents 0.18% of the portfolio and ranks #137 among its holdings. This is a return to the name: Alan B. Lancz & Associates previously reported a position in IBM as recently as Q4 2025.

Alan B. Lancz & Associates first reported a position in IBM in Q4 2021 and has held it in 11 quarters since. The position peaked at $221K in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Alan B. Lancz & Associates held 746 shares of IBM worth $210K as of Q2 2026.
IBM was a new Alan B. Lancz & Associates position in Q2 2026.
IBM made up 0.18% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #137 holding.
Alan B. Lancz & Associates first reported a position in IBM in Q4 2021 and has held it in 11 quarters since.
Alan B. Lancz & Associates's IBM position peaked at $221K in Q4 2025.
3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.