LMKC
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L.M. Kohn & Company’s IBM IBM Stock Holding History

L.M. Kohn & 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
2025
Q3 		$520K Buy
1,844
+37
+2% +$9.69K 0.63% 45
2025
Q2 		$533K Sell
1,807
-385
-18% -$99.2K 0.14% 132
2025
Q1 		$545K Sell
2,192
-69
-3% -$16.9K 0.14% 138
2024
Q4 		$497K Buy
2,261
+23
+1% +$5.12K 0.13% 140
2024
Q3 		$495K Buy
2,238
+255
+13% +$50K 0.13% 148
2024
Q2 		$343K Sell
1,983
-291
-13% -$50.6K 0.09% 183
2024
Q1 		$434K Buy
2,274
+19
+0.8% +$3.47K 0.12% 159
2023
Q4 		$369K Buy
2,255
+52
+2% +$7.86K 0.12% 155
2023
Q3 		$309K Buy
2,203
+5
+0.2% +$711 0.11% 157
2023
Q2 		$294K Buy
2,198
+643
+41% +$83K 0.11% 169
2023
Q1 		$204K Buy
1,555
+38
+3% +$5.08K 0.08% 200
2022
Q4 		$214K Buy
+1,517
New +$209K 0.1% 192
2022
Q3 		– Sell
-1,424
Closed -$201K – 223
2022
Q2 		$201K Buy
+1,424
New +$192K 0.09% 210

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

L.M. Kohn & Company's IBM Position: Q3 2025 in Review

L.M. Kohn & Company increased its IBM (IBM) stake by 2% in Q3 2025, buying an estimated $9.69K and bringing the position to 1,844 shares worth $520K. The position accounts for 0.63% of the portfolio, ranked #45.

L.M. Kohn & Company first reported a position in IBM in Q2 2022 and has held it in 13 quarters since. The position peaked at $545K in Q1 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • L.M. Kohn & Company held 1,844 shares of IBM worth $520K as of Q3 2025.
  • L.M. Kohn & Company bought 37 IBM shares in Q3 2025, an estimated $9.69K.
  • IBM made up 0.63% of L.M. Kohn & Company's portfolio in Q3 2025, its #45 holding.
  • L.M. Kohn & Company first reported a position in IBM in Q2 2022 and has held it in 13 quarters since.
  • L.M. Kohn & Company's IBM position peaked at $545K in Q1 2025.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.