JPLA
IBM icon

Joseph P. Lucia & Associates’s IBM IBM Stock Holding History

Joseph P. Lucia & 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
Q1 		$965K Sell
3,982
-20
-0.5% -$5.41K 0.35% 66
2025
Q4 		$1.19M Sell
4,002
-56
-1% -$16.8K 0.43% 60
2025
Q3 		$1.15M Sell
4,058
-577
-12% -$151K 0.43% 66
2025
Q2 		$1.37M Buy
4,635
+210
+5% +$54.1K 0.56% 55
2025
Q1 		$1.1M Sell
4,425
-222
-5% -$54.3K 0.5% 57
2024
Q4 		$1.02M Buy
4,647
+54
+1% +$12K 0.45% 59
2024
Q3 		$1.02M Sell
4,593
-95
-2% -$18.6K 0.47% 59
2024
Q2 		$811K Sell
4,688
-508
-10% -$88.3K 0.42% 63
2024
Q1 		$992K Sell
5,196
-342
-6% -$62.4K 0.53% 57
2023
Q4 		$906K Sell
5,538
-353
-6% -$53.3K 0.56% 54
2023
Q3 		$826K Sell
5,891
-7
-0.1% -$996 0.58% 54
2023
Q2 		$789K Sell
5,898
-117
-2% -$15.1K 0.53% 54
2023
Q1 		$789K Sell
6,015
-9
-0.1% -$1.2K 0.55% 52
2022
Q4 		$849K Buy
6,024
+3,111
+107% +$429K 0.64% 48
2022
Q3 		$346K Hold
2,913
– – 0.27% 78
2022
Q2 		$411K Buy
2,913
+360
+14% +$48.6K 0.29% 65
2022
Q1 		$332K Sell
2,553
-142
-5% -$18.5K 0.2% 83
2021
Q4 		$360K Sell
2,695
-1,798
-40% -$226K 0.23% 89
2021
Q3 		$597K Buy
4,493
+314
+8% +$42K 0.35% 72
2021
Q2 		$586K Buy
4,179
+1,160
+38% +$159K 0.35% 72
2021
Q1 		$385K Buy
3,019
+68
+2% +$8.14K 0.17% 89
2020
Q4 		$355K Sell
2,951
-712
-19% -$82.3K 0.25% 79
2020
Q3 		$426K Sell
3,663
-194
-5% -$22.8K 0.4% 63
2020
Q2 		$445K Buy
3,857
+191
+5% +$22.2K 0.4% 62
2020
Q1 		$389K Buy
3,666
+68
+2% +$8.6K 0.43% 60
2019
Q4 		$461K Sell
3,598
-42
-1% -$5.46K 0.42% 61
2019
Q3 		$506K Sell
3,640
-201
-5% -$27.1K 0.52% 54
2019
Q2 		$506K Sell
3,841
-58,401
-94% -$7.67M 0.53% 51
2019
Q1 		$415 Buy
+62,242
New +$7.93M 0.03% 172

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's IBM Position: Q1 2026 in Review

Joseph P. Lucia & Associates reduced its IBM (IBM) stake by 0.5% in Q1 2026, selling an estimated $5.41K and leaving 3,982 shares worth $965K. The position accounts for 0.35% of the portfolio, ranked #66.

Joseph P. Lucia & Associates first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.37M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Joseph P. Lucia & Associates held 3,982 shares of IBM worth $965K as of Q1 2026.
  • Joseph P. Lucia & Associates sold 20 IBM shares in Q1 2026, an estimated $5.41K.
  • IBM made up 0.35% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #66 holding.
  • Joseph P. Lucia & Associates first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Joseph P. Lucia & Associates's IBM position peaked at $1.37M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.