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J. Derek Lewis & Associates’s IBM IBM Stock Holding History

J. Derek Lewis & 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 		$613K Buy
2,180
+514
+31% +$130K 0.12% 98
2026
Q1 		$404K Buy
1,666
+97
+6% +$26.2K 0.09% 116
2025
Q4 		$465K Buy
+1,569
New +$470K 0.11% 99

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

J. Derek Lewis & Associates's IBM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its IBM (IBM) stake by 31% in Q2 2026, buying an estimated $130K and bringing the position to 2,180 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #98.

J. Derek Lewis & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • J. Derek Lewis & Associates held 2,180 shares of IBM worth $613K as of Q2 2026.
  • J. Derek Lewis & Associates bought 514 IBM shares in Q2 2026, an estimated $130K.
  • IBM made up 0.12% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #98 holding.
  • J. Derek Lewis & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.