Cyrus J. Lawrence’s IBM IBM Stock Holding History

Cyrus J. Lawrence’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
2025 Q1	–	Sell	-1,740	Closed	-$382K	–	103
2024 Q4	$382K	Buy	1,740 +86	+5%	+$19.2K	0.07%	56
2024 Q3	$365K	Buy	1,654 +30	+2%	+$5.88K	0.07%	55
2024 Q2	$280K	Sell	1,624 -4	-0.2%	-$695	0.06%	61
2024 Q1	$319K	Buy	+1,628	New	+$297K	0.07%	60
2023 Q3	$238K	Hold	1,698	–	–	0.07%	61
2023 Q2	$227	Sell	1,698 -31	-2%	-$4K	0.05%	61
2023 Q1	$226K	Buy	1,729 +268	+18%	+$35.9K	0.07%	65
2022 Q4	$206K	Sell	1,461 -23	-2%	-$3.17K	0.06%	69
2022 Q3	$176K	Hold	1,484	–	–	0.03%	71
2022 Q2	$210K	Sell	1,484 -18	-1%	-$2.43K	0.06%	78
2022 Q1	$195K	Buy	+1,502	New	+$196K	0.04%	84

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return