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Lantz Financial’s IBM IBM Stock Holding History

Lantz Financial’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 		$3.65M Sell
12,990
-84
-0.6% -$21.2K 0.67% 33
2026
Q1 		$3.17M Sell
13,074
-70
-0.5% -$18.9K 0.66% 32
2025
Q4 		$3.89M Sell
13,144
-395
-3% -$118K 0.82% 28
2025
Q3 		$3.82M Buy
13,539
+2,250
+20% +$589K 0.85% 28
2025
Q2 		$3.33M Sell
11,289
-488
-4% -$126K 0.83% 27
2025
Q1 		$2.93M Buy
11,777
+29
+0.2% +$7.09K 0.8% 29
2024
Q4 		$2.58M Sell
11,748
-374
-3% -$83.3K 0.69% 35
2024
Q3 		$2.68M Buy
12,122
+187
+2% +$36.7K 0.73% 36
2024
Q2 		$2.06M Buy
11,935
+107
+0.9% +$18.6K 0.64% 44
2024
Q1 		$2.26M Buy
11,828
+311
+3% +$56.7K 0.73% 38
2023
Q4 		$1.88M Buy
11,517
+279
+2% +$42.2K 0.68% 41
2023
Q3 		$1.58M Buy
11,238
+521
+5% +$74.1K 0.63% 44
2023
Q2 		$1.43M Sell
10,717
-1,522
-12% -$196K 0.56% 59
2023
Q1 		$1.6M Buy
12,239
+1,897
+18% +$254K 0.67% 46
2022
Q4 		$1.46M Buy
10,342
+28
+0.3% +$3.86K 0.66% 44
2022
Q3 		$1.23M Hold
10,314
– – 0.64% 47
2022
Q2 		$1.46M Sell
10,314
-1,000
-9% -$135K 0.66% 47
2022
Q1 		$1.47M Buy
11,314
+542
+5% +$70.7K 0.6% 49
2021
Q4 		$1.44M Buy
10,772
+1,744
+19% +$219K 0.66% 47
2021
Q3 		$1.2M Sell
9,028
-242
-3% -$32.4K 0.61% 49
2021
Q2 		$1.3M Buy
9,270
+866
+10% +$118K 0.67% 44
2021
Q1 		$1.07M Buy
8,404
+1,467
+21% +$176K 0.61% 48
2020
Q4 		$835K Buy
6,937
+980
+16% +$113K 0.52% 51
2020
Q3 		$693K Buy
5,957
+429
+8% +$50.5K 0.47% 61
2020
Q2 		$638K Buy
5,528
+867
+19% +$101K 0.46% 61
2020
Q1 		$494K Buy
4,661
+858
+23% +$109K 0.39% 67
2019
Q4 		$487K Buy
3,803
+195
+5% +$25.3K 0.29% 78
2019
Q3 		$489K Buy
3,608
+164
+5% +$22.1K 0.33% 76
2019
Q2 		$462K Buy
3,444
+318
+10% +$41.8K 0.31% 80
2019
Q1 		$422K Buy
+3,126
New +$398K 0.31% 77

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lantz Financial's IBM Position: Q2 2026 in Review

Lantz Financial reduced its IBM (IBM) stake by 0.64% in Q2 2026, selling an estimated $21.2K and leaving 12,990 shares worth $3.65M. The position accounts for 0.67% of the portfolio, ranked #33.

Lantz Financial first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.89M in Q4 2025. 891 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lantz Financial held 12,990 shares of IBM worth $3.65M as of Q2 2026.
  • Lantz Financial sold 84 IBM shares in Q2 2026, an estimated $21.2K.
  • IBM made up 0.67% of Lantz Financial's portfolio in Q2 2026, its #33 holding.
  • Lantz Financial first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's IBM position peaked at $3.89M in Q4 2025.
  • 891 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.