LSA
IBM icon

L & S Advisors’s IBM IBM Stock Holding History

L & S Advisors’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 		– Sell
-22,874
Closed -$6.78M – 248
2025
Q4 		$6.78M Sell
22,874
-32
-0.1% -$9.58K 0.63% 48
2025
Q3 		$6.46M Sell
22,906
-1,338
-6% -$350K 0.62% 48
2025
Q2 		$7.15M Buy
24,244
+6,710
+38% +$1.73M 0.71% 40
2025
Q1 		$4.36M Sell
17,534
-13,906
-44% -$3.4M 0.54% 47
2024
Q4 		$6.91M Sell
31,440
-11,370
-27% -$2.53M 0.76% 39
2024
Q3 		$9.46M Buy
+42,810
New +$8.39M 0.99% 26
2024
Q2 		– Sell
-32,661
Closed -$6.24M – 345
2024
Q1 		$6.24M Buy
+32,661
New +$5.96M 0.71% 51
2023
Q4 		– Sell
-50,100
Closed -$7.03M – 342
2023
Q3 		$7.03M Buy
50,100
+11,644
+30% +$1.66M 1.01% 30
2023
Q2 		$5.15M Buy
+38,456
New +$4.96M 0.69% 42
2020
Q2 		– Sell
-12,201
Closed -$1.29M – 310
2020
Q1 		$1.29M Buy
+12,201
New +$1.54M 0.24% 97
2019
Q4 		– Sell
-19,472
Closed -$2.71M – 322
2019
Q3 		$2.71M Buy
+19,472
New +$2.63M 0.38% 78
2019
Q2 		– Sell
-53,746
Closed -$7.25M – 341
2019
Q1 		$7.25M Buy
+53,746
New +$6.85M 0.98% 27
2018
Q2 		– Sell
-9,711
Closed -$1.42M – 320
2018
Q1 		$1.42M Buy
+9,711
New +$1.47M 0.27% 92
2016
Q3 		– Sell
-2,087
Closed -$303K – 134
2016
Q2 		$303K Buy
2,087
+570
+38% +$81.6K 0.07% 98
2016
Q1 		$220K Buy
+1,517
New +$194K 0.05% 71
2015
Q4 		– Sell
-1,517
Closed -$210K – 89
2015
Q3 		$210K Hold
1,517
– – 0.06% 82
2015
Q2 		$236K Buy
+1,517
New +$244K 0.06% 88

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

L & S Advisors's IBM Position: Q1 2026 in Review

L & S Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 22,874 shares — an estimated $6.78M sold.

L & S Advisors first reported a position in IBM in Q2 2015 and held it in 17 quarters. The position peaked at $9.46M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • L & S Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • L & S Advisors sold 22,874 IBM shares in Q1 2026, an estimated $6.78M.
  • L & S Advisors first reported a position in IBM in Q2 2015 and held it in 17 quarters.
  • L & S Advisors's IBM position peaked at $9.46M in Q3 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.