LWM
IBM icon

Lakeridge Wealth Management’s IBM IBM Stock Holding History

Lakeridge Wealth 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
Q2 		$4.13M Buy
14,700
+8
+0.1% +$2.02K 1.52% 15
2026
Q1 		$3.56M Buy
14,692
+838
+6% +$227K 1.53% 15
2025
Q4 		$4.1M Buy
13,854
+52
+0.4% +$15.6K 1.87% 14
2025
Q3 		$3.89M Sell
13,802
-189
-1% -$49.5K 1.73% 18
2025
Q2 		$4.12M Sell
13,991
-221
-2% -$56.9K 1.9% 15
2025
Q1 		$3.53M Buy
14,212
+52
+0.4% +$12.7K 1.77% 16
2024
Q4 		$3.11M Buy
14,160
+12
+0.1% +$2.67K 1.61% 16
2024
Q3 		$3.13M Sell
14,148
-329
-2% -$64.5K 1.72% 15
2024
Q2 		$2.5M Buy
14,477
+627
+5% +$109K 1.51% 15
2024
Q1 		$2.64M Sell
13,850
-11
-0.1% -$2.01K 1.71% 14
2023
Q4 		$2.27M Buy
+13,861
New +$2.09M 1.64% 15

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lakeridge Wealth Management's IBM Position: Q2 2026 in Review

Lakeridge Wealth Management increased its IBM (IBM) stake by 0.05% in Q2 2026, buying an estimated $2.02K and bringing the position to 14,700 shares worth $4.13M. The position accounts for 1.52% of the portfolio, ranked #15.

Lakeridge Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lakeridge Wealth Management held 14,700 shares of IBM worth $4.13M as of Q2 2026.
  • Lakeridge Wealth Management bought 8 IBM shares in Q2 2026, an estimated $2.02K.
  • IBM made up 1.52% of Lakeridge Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Lakeridge Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.