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Lake Street Private Wealth’s IBM IBM Stock Holding History

Lake Street Private Wealth’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 		$1.93M Buy
6,845
+33
+0.5% +$8.31K 0.22% 87
2026
Q1 		$1.65M Sell
6,812
-12
-0.2% -$3.25K 0.21% 89
2025
Q4 		$2.02M Sell
6,824
-30
-0.4% -$8.98K 0.25% 80
2025
Q3 		$1.93M Sell
6,854
-52
-0.8% -$13.6K 0.25% 80
2025
Q2 		$2.04M Sell
6,906
-118
-2% -$30.4K 0.29% 75
2025
Q1 		$1.75M Sell
7,024
-179
-2% -$43.8K 0.28% 80
2024
Q4 		$1.58M Sell
7,203
-554
-7% -$123K 0.25% 79
2024
Q3 		$1.71M Sell
7,757
-356
-4% -$69.8K 0.27% 85
2024
Q2 		$1.4M Sell
8,113
-279
-3% -$48.5K 0.18% 116
2024
Q1 		$1.6M Sell
8,392
-113
-1% -$20.6K 0.22% 114
2023
Q4 		$1.39M Buy
8,505
+217
+3% +$32.8K 0.22% 107
2023
Q3 		$1.17M Buy
8,288
+1,804
+28% +$257K 0.21% 113
2023
Q2 		$868K Sell
6,484
-450
-6% -$58.1K 0.15% 143
2023
Q1 		$909K Sell
6,934
-81
-1% -$10.8K 0.17% 139
2022
Q4 		$988K Buy
7,015
+78
+1% +$10.8K 0.2% 126
2022
Q3 		$824K Buy
6,937
+93
+1% +$12.2K 0.19% 128
2022
Q2 		$966K Sell
6,844
-212
-3% -$28.6K 0.2% 118
2022
Q1 		$917K Buy
7,056
+548
+8% +$71.5K 0.16% 135
2021
Q4 		$870K Sell
6,508
-169
-3% -$21.2K 0.15% 142
2021
Q3 		$887K Sell
6,677
-172
-3% -$23K 0.22% 111
2021
Q2 		$962K Hold
6,849
– – 0.24% 101
2021
Q1 		$873K Sell
6,849
-821
-11% -$98.3K 0.24% 105
2020
Q4 		$923K Buy
7,670
+575
+8% +$66.5K 0.27% 95
2020
Q3 		$825K Sell
7,095
-1,313
-16% -$155K 0.28% 87
2020
Q2 		$970K Sell
8,408
-115
-1% -$13.4K 0.36% 74
2020
Q1 		$904K Buy
8,523
+6,956
+444% +$880K 0.41% 70
2019
Q4 		$201K Buy
+1,567
New +$204K 0.08% 160

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lake Street Private Wealth's IBM Position: Q2 2026 in Review

Lake Street Private Wealth increased its IBM (IBM) stake by 0.48% in Q2 2026, buying an estimated $8.31K and bringing the position to 6,845 shares worth $1.93M. The position accounts for 0.22% of the portfolio, ranked #87.

Lake Street Private Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lake Street Private Wealth held 6,845 shares of IBM worth $1.93M as of Q2 2026.
  • Lake Street Private Wealth bought 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 0.22% of Lake Street Private Wealth's portfolio in Q2 2026, its #87 holding.
  • Lake Street Private Wealth first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Lake Street Private Wealth's IBM position peaked at $2.04M in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.