Kelly Lawrence W & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $727K | Sell |
3,000
-8
| -0.3% | -$2.17K | 0.2% | 48 |
|
|
2025
Q4 | $891K | Hold |
3,008
| – | – | 0.22% | 45 |
|
|
2025
Q3 | $849K | Hold |
3,008
| – | – | 0.21% | 43 |
|
|
2025
Q2 | $887K | Hold |
3,008
| – | – | 0.23% | 42 |
|
|
2025
Q1 | $748K | Hold |
3,008
| – | – | 0.18% | 49 |
|
|
2024
Q4 | $661K | Hold |
3,008
| – | – | 0.15% | 52 |
|
|
2024
Q3 | $665K | Buy |
3,008
+800
| +36% | +$157K | 0.15% | 52 |
|
|
2024
Q2 | $382K | Buy |
2,208
+800
| +57% | +$139K | 0.09% | 64 |
|
|
2024
Q1 | $269K | Buy |
1,408
+800
| +132% | +$146K | 0.06% | 67 |
|
|
2023
Q4 | $99.4K | Hold |
608
| – | – | 0.02% | 98 |
|
|
2023
Q3 | $85.3K | Buy |
608
+300
| +97% | +$42.7K | 0.02% | 99 |
|
|
2023
Q2 | $41.9K | Hold |
308
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $40.4K | Hold |
308
| – | – | 0.01% | 112 |
|
|
2022
Q4 | $43.4K | Hold |
308
| – | – | 0.01% | 108 |
|
|
2022
Q3 | $37K | Hold |
308
| – | – | 0.01% | 125 |
|
|
2022
Q2 | $43K | Sell |
308
-592
| -66% | -$79.9K | 0.01% | 125 |
|
|
2022
Q1 | $117K | Hold |
900
| – | – | 0.03% | 90 |
|
|
2021
Q4 | $120K | Sell |
900
-41
| -4% | -$5.14K | 0.02% | 94 |
|
|
2021
Q3 | $125K | Hold |
941
| – | – | 0.03% | 90 |
|
|
2021
Q2 | $132K | Hold |
941
| – | – | 0.03% | 89 |
|
|
2021
Q1 | $120K | Buy |
+941
| New | +$113K | 0.03% | 87 |
|
|
2020
Q4 | – | Sell |
-941
| Closed | -$110K | – | 108 |
|
|
2020
Q3 | $110K | Hold |
941
| – | – | 0.03% | 74 |
|
|
2020
Q2 | $109K | Hold |
941
| – | – | 0.02% | 73 |
|
|
2020
Q1 | $100K | Hold |
941
| – | – | 0.02% | 79 |
|
|
2019
Q4 | $121K | Hold |
941
| – | – | 0.02% | 93 |
|
|
2019
Q3 | $131K | Hold |
941
| – | – | 0.02% | 93 |
|
|
2019
Q2 | $124K | Hold |
941
| – | – | 0.02% | 94 |
|
|
2019
Q1 | $127K | Hold |
941
| – | – | 0.02% | 88 |
|
|
2018
Q4 | $102K | Hold |
941
| – | – | 0.02% | 90 |
|
|
2018
Q3 | $136K | Hold |
941
| – | – | 0.02% | 97 |
|
|
2018
Q2 | $126K | Hold |
941
| – | – | 0.02% | 96 |
|
|
2018
Q1 | $138K | Hold |
941
| – | – | 0.03% | 94 |
|
|
2017
Q4 | $138K | Hold |
941
| – | – | 0.03% | 97 |
|
|
2017
Q3 | $131K | Sell |
941
-71,126
| -99% | -$9.91M | 0.03% | 96 |
|
|
2017
Q2 | $10.6M | Sell |
72,067
-20,669
| -22% | -$3.12M | 2.1% | 23 |
|
|
2017
Q1 | $15.4M | Sell |
92,736
-5,151
| -5% | -$864K | 3.19% | 8 |
|
|
2016
Q4 | $15.5M | Sell |
97,887
-2,308
| -2% | -$352K | 3.45% | 6 |
|
|
2016
Q3 | $15.2M | Sell |
100,195
-44
| -0% | -$6.68K | 3.26% | 6 |
|
|
2016
Q2 | $14.5M | Buy |
100,239
+165
| +0.2% | +$23.6K | 3.36% | 5 |
|
|
2016
Q1 | $14.5M | Buy |
100,074
+93,915
| +1,525% | +$12M | 3.63% | 4 |
|
|
2015
Q4 | $810K | Buy |
6,159
+628
| +11% | +$84.4K | 0.18% | 46 |
|
|
2015
Q3 | $767K | Buy |
5,531
+212
| +4% | +$31.3K | 0.18% | 51 |
|
|
2015
Q2 | $827K | Sell |
5,319
-52
| -1% | -$8.36K | 0.16% | 51 |
|
|
2015
Q1 | $824K | Sell |
5,371
-889
| -14% | -$135K | 0.18% | 46 |
|
|
2014
Q4 | $960K | Sell |
6,260
-53
| -0.8% | -$8.43K | 0.2% | 47 |
|
|
2014
Q3 | $1.15M | Sell |
6,313
-26
| -0.4% | -$4.74K | 0.24% | 45 |
|
|
2014
Q2 | $1.1M | Hold |
6,339
| – | – | 0.23% | 45 |
|
|
2014
Q1 | $1.17M | Hold |
6,339
| – | – | 0.27% | 42 |
|
|
2013
Q4 | $1.14M | Sell |
6,339
-1,673
| -21% | -$289K | 0.25% | 46 |
|
|
2013
Q3 | $1.42M | Hold |
8,012
| – | – | 0.34% | 42 |
|
|
2013
Q2 | $1.46M | Buy |
+8,012
| New | +$1.56M | 0.37% | 41 |
|
Other funds holding IBM
VCM
VPM
Kelly Lawrence W & Associates's IBM Position: Q1 2026 in Review
Kelly Lawrence W & Associates reduced its IBM (IBM) stake by 0.27% in Q1 2026, selling an estimated $2.17K and leaving 3,000 shares worth $727K. The position accounts for 0.2% of the portfolio, ranked #48.
Kelly Lawrence W & Associates first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.5M in Q4 2016. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Kelly Lawrence W & Associates held 3,000 shares of IBM worth $727K as of Q1 2026.
- Kelly Lawrence W & Associates sold 8 IBM shares in Q1 2026, an estimated $2.17K.
- IBM made up 0.2% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #48 holding.
- Kelly Lawrence W & Associates first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
- Kelly Lawrence W & Associates's IBM position peaked at $15.5M in Q4 2016.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.