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LaSalle St. Investment Advisors’s IBM IBM Stock Holding History

LaSalle St. Investment Advisors’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 		$942K Sell
3,348
-36
-1% -$9.07K 0.12% 150
2026
Q1 		$820K Sell
3,384
-259
-7% -$70.1K 0.12% 142
2025
Q4 		$1.08M Buy
3,643
+247
+7% +$74K 0.17% 92
2025
Q3 		$958K Buy
3,396
+87
+3% +$22.8K 0.17% 92
2025
Q2 		$975K Sell
3,309
-24
-0.7% -$6.18K 0.27% 78
2025
Q1 		$828K Buy
+3,333
New +$815K 0.2% 100
2024
Q4 		– Sell
-3,160
Closed -$698K – 288
2024
Q3 		$698K Buy
3,160
+489
+18% +$95.9K 0.27% 66
2024
Q2 		$462K Sell
2,671
-572
-18% -$99.4K 0.23% 81
2024
Q1 		$577K Buy
3,243
+1,000
+45% +$182K 0.32% 51
2023
Q4 		$367K Sell
2,243
-809
-27% -$122K 0.25% 68
2023
Q3 		$428K Buy
3,052
+408
+15% +$58.1K 0.21% 66
2023
Q2 		$353K Sell
2,644
-391
-13% -$50.5K 0.16% 76
2023
Q1 		$397K Buy
3,035
+422
+16% +$56.5K 0.18% 75
2022
Q4 		$368K Buy
+2,613
New +$360K 0.17% 68

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LaSalle St. Investment Advisors's IBM Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $9.07K and leaving 3,348 shares worth $942K. The position accounts for 0.12% of the portfolio, ranked #150.

LaSalle St. Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 3,647 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LaSalle St. Investment Advisors held 3,348 shares of IBM worth $942K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.12% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • LaSalle St. Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's IBM position peaked at $1.08M in Q4 2025.
  • 3,647 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.