Lakeshore Financial Planning’s IBM IBM Stock Holding History

Lakeshore Financial Planning’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	$273K	Buy	970 +2	+0.2%	+$504	0.09%	73
2026 Q1	$235K	Hold	968	–	–	0.09%	73
2025 Q4	$287K	Sell	968 -48	-5%	-$14.4K	0.1%	61
2025 Q3	$287K	Buy	1,016 +2	+0.2%	+$524	0.11%	58
2025 Q2	$299K	Sell	1,014 -23	-2%	-$5.93K	0.12%	53
2025 Q1	$258K	Buy	1,037 +1	+0.1%	+$245	0.11%	59
2024 Q4	$228K	Buy	1,036 +1	+0.1%	+$223	0.1%	65
2024 Q3	$229K	Buy	+1,035	New	+$203K	0.1%	65

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lakeshore Financial Planning's IBM Position: Q2 2026 in Review

Lakeshore Financial Planning increased its IBM (IBM) stake by 0.21% in Q2 2026, buying an estimated $504 and bringing the position to 970 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #73.

Lakeshore Financial Planning first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lakeshore Financial Planning held 970 shares of IBM worth $273K as of Q2 2026.
Lakeshore Financial Planning bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.09% of Lakeshore Financial Planning's portfolio in Q2 2026, its #73 holding.
Lakeshore Financial Planning first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Lakeshore Financial Planning's IBM position peaked at $299K in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.