Lantz Financial
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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
Q3 		$2.83M Sell
12,876
-114
-0.9% -$27.1K 0.52% 43
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 		$1.22M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Lantz Financial's IBM Position: Q3 2026 in Review

Lantz Financial reduced its IBM (IBM) stake by 0.88% in Q3 2026, selling an estimated $27.1K and leaving 12,876 shares worth $2.83M. The position accounts for 0.52% of the portfolio, ranked #43.

Lantz Financial first reported a position in IBM in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.89M in Q4 2025. 876 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Lantz Financial held 12,876 shares of IBM worth $2.83M as of Q3 2026.
  • Lantz Financial sold 114 IBM shares in Q3 2026, an estimated $27.1K.
  • IBM made up 0.52% of Lantz Financial's portfolio in Q3 2026, its #43 holding.
  • Lantz Financial first reported a position in IBM in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's IBM position peaked at $3.89M in Q4 2025.
  • 876 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.