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L.K. Benson & Company’s IBM IBM Stock Holding History

L.K. Benson & Company’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 		$737K Hold
2,620
– – 0.22% 63
2026
Q1 		$635K Hold
2,620
– – 0.21% 66
2025
Q4 		$776K Sell
2,620
-280
-10% -$83.9K 0.39% 58
2025
Q3 		$818K Hold
2,900
– – 0.44% 52
2025
Q2 		$855K Hold
2,900
– – 0.53% 46
2025
Q1 		$721K Hold
2,900
– – 0.5% 48
2024
Q4 		$638K Buy
+2,900
New +$646K 0.45% 50

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

L.K. Benson & Company's IBM Position: Q2 2026 in Review

L.K. Benson & Company held its IBM (IBM) position steady in Q2 2026 at 2,620 shares worth $737K. The position accounts for 0.22% of the portfolio, ranked #63.

L.K. Benson & Company first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $855K in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • L.K. Benson & Company held 2,620 shares of IBM worth $737K as of Q2 2026.
  • L.K. Benson & Company left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.22% of L.K. Benson & Company's portfolio in Q2 2026, its #63 holding.
  • L.K. Benson & Company first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's IBM position peaked at $855K in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.