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 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	$3.67M	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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LaSalle St. Investment Advisors's IBM Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its IBM (IBM) stake by 7.1% in Q1 2026, selling an estimated $70.1K and leaving 3,384 shares worth $820K. The position accounts for 0.12% of the portfolio, ranked #142.

LaSalle St. Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.67M in Q4 2023. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

LaSalle St. Investment Advisors held 3,384 shares of IBM worth $820K as of Q1 2026.
LaSalle St. Investment Advisors sold 259 IBM shares in Q1 2026, an estimated $70.1K.
IBM made up 0.12% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #142 holding.
LaSalle St. Investment Advisors first reported a position in IBM in Q4 2022 and has held it in 13 quarters since.
LaSalle St. Investment Advisors's IBM position peaked at $3.67M in Q4 2023.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.