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Douglas Lane & Associates’s IBM IBM Stock Holding History

Douglas Lane & 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 		$37.1M Sell
131,789
-13,491
-9% -$3.4M 0.5% 78
2026
Q1 		$35.2M Sell
145,280
-3,909
-3% -$1.06M 0.51% 79
2025
Q4 		$44.2M Sell
149,189
-18,849
-11% -$5.65M 0.61% 69
2025
Q3 		$47.4M Sell
168,038
-14,854
-8% -$3.89M 0.66% 64
2025
Q2 		$53.9M Sell
182,892
-17,017
-9% -$4.38M 0.78% 49
2025
Q1 		$49.7M Sell
199,909
-8,798
-4% -$2.15M 0.73% 53
2024
Q4 		$45.9M Sell
208,707
-9,143
-4% -$2.04M 0.65% 60
2024
Q3 		$48.2M Sell
217,850
-22,834
-9% -$4.48M 0.66% 60
2024
Q2 		$41.6M Sell
240,684
-31,198
-11% -$5.42M 0.59% 68
2024
Q1 		$51.9M Sell
271,882
-11,197
-4% -$2.04M 0.73% 55
2023
Q4 		$46.3M Sell
283,079
-15,256
-5% -$2.31M 0.71% 57
2023
Q3 		$41.9M Sell
298,335
-6,815
-2% -$970K 0.7% 56
2023
Q2 		$40.8M Sell
305,150
-1,079
-0.4% -$139K 0.66% 57
2023
Q1 		$40.1M Sell
306,229
-680
-0.2% -$91K 0.67% 54
2022
Q4 		$43.2M Sell
306,909
-29,035
-9% -$4.01M 0.72% 55
2022
Q3 		$39.9M Sell
335,944
-6,075
-2% -$797K 0.74% 54
2022
Q2 		$48.3M Buy
342,019
+1,700
+0.5% +$229K 0.82% 48
2022
Q1 		$44.2M Sell
340,319
-1,222
-0.4% -$159K 0.62% 65
2021
Q4 		$45.6M Sell
341,541
-9,769
-3% -$1.23M 0.61% 69
2021
Q3 		$46.7M Buy
351,310
+2,789
+0.8% +$373K 0.67% 61
2021
Q2 		$48.8M Buy
348,521
+5,665
+2% +$775K 0.68% 60
2021
Q1 		$43.7M Sell
342,856
-26,901
-7% -$3.22M 0.68% 66
2020
Q4 		$44.5M Sell
369,757
-123,371
-25% -$14.3M 0.75% 50
2020
Q3 		$57.4M Buy
493,128
+46,091
+10% +$5.43M 1.14% 36
2020
Q2 		$51.6M Buy
447,037
+17,451
+4% +$2.03M 1.11% 40
2020
Q1 		$45.6M Buy
429,586
+10,149
+2% +$1.28M 1.2% 33
2019
Q4 		$53.7M Buy
419,437
+40,198
+11% +$5.22M 1% 44
2019
Q3 		$52.7M Buy
379,239
+42,102
+12% +$5.68M 1.05% 42
2019
Q2 		$44.4M Buy
337,137
+10,876
+3% +$1.43M 0.87% 50
2019
Q1 		$44M Buy
326,261
+4,921
+2% +$627K 0.91% 51
2018
Q4 		$34.9M Buy
321,340
+1,939
+0.6% +$233K 0.82% 56
2018
Q3 		$46.2M Buy
319,401
+33,084
+12% +$4.62M 0.91% 52
2018
Q2 		$38.2M Buy
286,317
+59,159
+26% +$8.25M 0.81% 57
2018
Q1 		$33.3M Buy
227,158
+104,710
+86% +$15.8M 0.72% 62
2017
Q4 		$18M Buy
122,448
+61,682
+102% +$8.97M 0.38% 86
2017
Q3 		$8.43M Buy
60,766
+5,902
+11% +$822K 0.19% 98
2017
Q2 		$8.07M Sell
54,864
-36
-0.1% -$5.43K 0.19% 98
2017
Q1 		$9.14M Sell
54,900
-1,978
-3% -$332K 0.23% 101
2016
Q4 		$9.03M Sell
56,878
-3,167
-5% -$482K 0.23% 100
2016
Q3 		$9.12M Sell
60,045
-834
-1% -$127K 0.24% 101
2016
Q2 		$8.83M Buy
60,879
+8,159
+15% +$1.17M 0.25% 102
2016
Q1 		$7.63M Buy
+52,720
New +$6.73M 0.21% 111

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Douglas Lane & Associates's IBM Position: Q2 2026 in Review

Douglas Lane & Associates reduced its IBM (IBM) stake by 9.3% in Q2 2026, selling an estimated $3.4M and leaving 131,789 shares worth $37.1M. The position accounts for 0.5% of the portfolio, ranked #78.

Douglas Lane & Associates first reported a position in IBM in Q1 2016 and has held it in 42 quarters since. The position peaked at $57.4M in Q3 2020. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Douglas Lane & Associates held 131,789 shares of IBM worth $37.1M as of Q2 2026.
  • Douglas Lane & Associates sold 13,491 IBM shares in Q2 2026, an estimated $3.4M.
  • IBM made up 0.5% of Douglas Lane & Associates's portfolio in Q2 2026, its #78 holding.
  • Douglas Lane & Associates first reported a position in IBM in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's IBM position peaked at $57.4M in Q3 2020.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.