LAM
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L2 Asset Management’s IBM IBM Stock Holding History

L2 Asset Management’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 		$5.6M Sell
23,089
-1,190
-5% -$322K 0.53% 57
2025
Q4 		$7.19M Sell
24,279
-3,452
-12% -$1.03M 0.96% 29
2025
Q3 		$7.82M Sell
27,731
-4,378
-14% -$1.15M 1.13% 17
2025
Q2 		$9.47M Sell
32,109
-4,092
-11% -$1.05M 1.55% 9
2025
Q1 		$9M Sell
36,201
-1,205
-3% -$295K 1.84% 9
2024
Q4 		$8.22M Buy
37,406
+2,497
+7% +$556K 1.79% 11
2024
Q3 		$7.72M Buy
34,909
+10,281
+42% +$2.02M 2.1% 8
2024
Q2 		$4.26M Buy
24,628
+13,923
+130% +$2.42M 1.28% 24
2024
Q1 		$2.04M Buy
10,705
+1,666
+18% +$304K 0.67% 44
2023
Q4 		$1.48M Buy
9,039
+8,307
+1,135% +$1.26M 0.61% 48
2023
Q3 		$366K Sell
732
-1,615
-69% -$230K 0.17% 104
2023
Q2 		$314K Buy
2,347
+88
+4% +$11.4K 0.15% 113
2023
Q1 		$296K Sell
2,259
-3,470
-61% -$464K 0.16% 112
2022
Q4 		$807K Buy
5,729
+259
+5% +$35.7K 0.5% 60
2022
Q3 		$650K Sell
5,470
-2,617
-32% -$343K 0.45% 63
2022
Q2 		$1.14M Sell
8,087
-2,898
-26% -$391K 0.83% 43
2022
Q1 		$1.43M Sell
10,985
-588
-5% -$76.7K 0.82% 47
2021
Q4 		$1.55M Buy
11,573
+1,717
+17% +$215K 1.08% 34
2021
Q3 		$1.31M Sell
9,856
-870
-8% -$116K 3.31% 4
2021
Q2 		$1.5M Buy
10,726
+738
+7% +$101K 1.39% 27
2021
Q1 		$1.27M Buy
9,988
+733
+8% +$87.7K 1.31% 31
2020
Q4 		$1.11M Sell
9,255
-1,600
-15% -$185K 0.77% 40
2020
Q3 		$1.26M Sell
10,855
-289
-3% -$34K 1.02% 34
2020
Q2 		$1.29M Sell
11,144
-889
-7% -$103K 1.17% 32
2020
Q1 		$1.28M Sell
12,033
-1,148
-9% -$145K 1.43% 29
2019
Q4 		$1.69M Buy
+13,181
New +$1.71M 1.48% 30

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

L2 Asset Management's IBM Position: Q1 2026 in Review

L2 Asset Management reduced its IBM (IBM) stake by 4.9% in Q1 2026, selling an estimated $322K and leaving 23,089 shares worth $5.6M. The position accounts for 0.53% of the portfolio, ranked #57.

L2 Asset Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.47M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • L2 Asset Management held 23,089 shares of IBM worth $5.6M as of Q1 2026.
  • L2 Asset Management sold 1,190 IBM shares in Q1 2026, an estimated $322K.
  • IBM made up 0.53% of L2 Asset Management's portfolio in Q1 2026, its #57 holding.
  • L2 Asset Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • L2 Asset Management's IBM position peaked at $9.47M in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.