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Laffer Tengler Investments’s IBM IBM Stock Holding History

Laffer Tengler Investments’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 		$8.82M Buy
31,358
+7,281
+30% +$1.83M 1.13% 28
2026
Q1 		$5.84M Buy
24,077
+1,742
+8% +$471K 0.86% 37
2025
Q4 		$6.62M Buy
22,335
+20,856
+1,410% +$6.25M 1.01% 33
2025
Q3 		$417K Buy
1,479
+491
+50% +$129K 0.07% 125
2025
Q2 		$291K Buy
988
+33
+3% +$8.5K 0.05% 142
2025
Q1 		$237K Buy
955
+12
+1% +$2.94K 0.05% 122
2024
Q4 		$207K Sell
943
-16
-2% -$3.56K 0.04% 141
2024
Q3 		$212K Hold
959
– – 0.04% 171
2024
Q2 		$166K Buy
959
+3
+0.3% +$521 0.04% 183
2024
Q1 		$183K Buy
956
+13
+1% +$2.37K 0.05% 153
2023
Q4 		$154K Hold
943
– – 0.04% 159
2023
Q3 		$132K Hold
943
– – 0.04% 162
2023
Q2 		$126K Hold
943
– – 0.03% 238
2023
Q1 		$124K Hold
943
– – 0.03% 251
2022
Q4 		$133K Sell
943
-10
-1% -$1.38K 0.04% 230
2022
Q3 		$113K Hold
953
– – 0.04% 203
2022
Q2 		$135K Hold
953
– – 0.05% 202
2022
Q1 		$124K Hold
953
– – 0.04% 229
2021
Q4 		$127K Sell
953
-44
-4% -$5.52K 0.04% 238
2021
Q3 		$132K Buy
+997
New +$133K 0.04% 255
2021
Q2 		– Sell
-2,719
Closed -$346K – 357
2021
Q1 		$346K Sell
2,719
-938
-26% -$112K 0.13% 116
2020
Q4 		$435K Sell
3,657
-319
-8% -$36.9K 0.18% 104
2020
Q3 		$462K Sell
3,976
-1,656
-29% -$195K 0.23% 92
2020
Q2 		$650K Buy
5,632
+906
+19% +$105K 0.37% 73
2020
Q1 		$501K Buy
+4,726
New +$598K 0.39% 70
2016
Q4 		– Sell
-20,440
Closed -$3.1M – 251
2016
Q3 		$3.1M Hold
20,440
– – 0.86% 30
2016
Q2 		$2.97M Buy
+20,440
New +$2.93M 0.84% 28

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Laffer Tengler Investments's IBM Position: Q2 2026 in Review

Laffer Tengler Investments increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $1.83M and bringing the position to 31,358 shares worth $8.82M. The position accounts for 1.13% of the portfolio, ranked #28.

Laffer Tengler Investments first reported a position in IBM in Q2 2016 and has held it in 27 quarters since. 1,431 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Laffer Tengler Investments held 31,358 shares of IBM worth $8.82M as of Q2 2026.
  • Laffer Tengler Investments bought 7,281 IBM shares in Q2 2026, an estimated $1.83M.
  • IBM made up 1.13% of Laffer Tengler Investments's portfolio in Q2 2026, its #28 holding.
  • Laffer Tengler Investments first reported a position in IBM in Q2 2016 and has held it in 27 quarters since.
  • 1,431 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.