LF
IBM icon

Lannebo Fonder’s IBM IBM Stock Holding History

Lannebo Fonder’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
2023
Q4 		$36M Hold
220,000
– – 4.76% 11
2023
Q3 		$31.2M Hold
220,000
– – 4.63% 11
2023
Q2 		$29.6M Hold
220,000
– – 4.16% 11
2023
Q1 		$28.8M Hold
220,000
– – 4.63% 9
2022
Q4 		$31M Hold
220,000
– – 5.96% 3
2022
Q3 		$26.1M Hold
220,000
– – 5.22% 6
2022
Q2 		$31.1M Buy
220,000
+20,000
+10% +$2.7M 5.65% 5
2022
Q1 		$26M Hold
200,000
– – 3.6% 12
2021
Q4 		$26.7M Sell
200,000
-9,200
-4% -$1.15M 3.21% 13
2021
Q3 		$27.8M Hold
209,200
– – 3.44% 14
2021
Q2 		$29.3M Hold
209,200
– – 3.6% 13
2021
Q1 		$26.7M Hold
209,200
– – 3.57% 13
2020
Q4 		$25.2M Sell
209,200
-31,380
-13% -$3.63M 3.34% 15
2020
Q3 		$28M Buy
240,580
+24,058
+11% +$2.83M 3.98% 7
2020
Q2 		$25M Buy
216,522
+39,748
+22% +$4.62M 4.25% 6
2020
Q1 		$18.7M Buy
176,774
+14,644
+9% +$1.85M 5.27% 5
2019
Q4 		$20.8M Hold
162,130
– – 5.49% 5
2019
Q3 		$22.5M Buy
162,130
+20,920
+15% +$2.82M 6.84% 4
2019
Q2 		$18.6M Buy
141,210
+5,230
+4% +$687K 5.65% 5
2019
Q1 		$18.3M Hold
135,980
– – 5.86% 4
2018
Q4 		$14.8M Hold
135,980
– – 5.52% 6
2018
Q3 		$19.7M Buy
135,980
+26,150
+24% +$3.65M 5.95% 5
2018
Q2 		$14.8M Buy
109,830
+47,070
+75% +$6.56M 5.05% 6
2018
Q1 		$9.07M Buy
62,760
+10,460
+20% +$1.58M 3.9% 12
2017
Q4 		$7.72M Buy
+52,300
New +$7.61M 3.69% 14

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Lannebo Fonder's IBM Position: Q4 2023 in Review

Lannebo Fonder held its IBM (IBM) position steady in Q4 2023 at 220,000 shares worth $36M. The position accounts for 4.76% of the portfolio, ranked #11.

Lannebo Fonder first reported a position in IBM in Q4 2017 and has held it in 25 quarters since. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Lannebo Fonder held 220,000 shares of IBM worth $36M as of Q4 2023.
  • Lannebo Fonder left its IBM share count unchanged in Q4 2023.
  • IBM made up 4.76% of Lannebo Fonder's portfolio in Q4 2023, its #11 holding.
  • Lannebo Fonder first reported a position in IBM in Q4 2017 and has held it in 25 quarters since.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Lannebo Fonder's 13F filing for Q4 2023, filed 24 Jan 2024.