Lathrop Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.1M | Sell |
37,530
-1,304
| -3% | -$353K | 1.7% | 27 |
|
|
2025
Q4 | $11.5M | Sell |
38,834
-1,664
| -4% | -$498K | 2.09% | 25 |
|
|
2025
Q3 | $11.4M | Sell |
40,498
-281
| -0.7% | -$73.6K | 2.11% | 25 |
|
|
2025
Q2 | $12M | Buy |
40,779
+652
| +2% | +$168K | 2.27% | 23 |
|
|
2025
Q1 | $9.98M | Buy |
40,127
+4,452
| +12% | +$1.09M | 1.98% | 25 |
|
|
2024
Q4 | $7.84M | Sell |
35,675
-903
| -2% | -$201K | 1.49% | 28 |
|
|
2024
Q3 | $8.09M | Sell |
36,578
-262
| -0.7% | -$51.4K | 1.5% | 29 |
|
|
2024
Q2 | $6.37M | Sell |
36,840
-5,615
| -13% | -$976K | 1.25% | 33 |
|
|
2024
Q1 | $8.11M | Sell |
42,455
-6,622
| -13% | -$1.21M | 1.57% | 31 |
|
|
2023
Q4 | $8.03M | Sell |
49,077
-157
| -0.3% | -$23.7K | 1.64% | 30 |
|
|
2023
Q3 | $6.91M | Sell |
49,234
-1,016
| -2% | -$145K | 1.49% | 31 |
|
|
2023
Q2 | $6.72M | Sell |
50,250
-22
| -0% | -$2.84K | 1.37% | 30 |
|
|
2023
Q1 | $6.59M | Buy |
50,272
+337
| +0.7% | +$45.1K | 1.4% | 31 |
|
|
2022
Q4 | $7.04M | Sell |
49,935
-167
| -0.3% | -$23K | 1.56% | 30 |
|
|
2022
Q3 | $5.95M | Sell |
50,102
-1,179
| -2% | -$155K | 1.57% | 31 |
|
|
2022
Q2 | $7.24M | Sell |
51,281
-587
| -1% | -$79.2K | 1.81% | 29 |
|
|
2022
Q1 | $6.74M | Sell |
51,868
-826
| -2% | -$108K | 1.42% | 30 |
|
|
2021
Q4 | $7.04M | Sell |
52,694
-36,560
| -41% | -$4.59M | 1.39% | 31 |
|
|
2021
Q3 | $11.9M | Buy |
89,254
+9,485
| +12% | +$1.27M | 2.53% | 25 |
|
|
2021
Q2 | $11.2M | Buy |
79,769
+5,783
| +8% | +$791K | 2.31% | 26 |
|
|
2021
Q1 | $9.43M | Sell |
73,986
-7,119
| -9% | -$852K | 2.11% | 27 |
|
|
2020
Q4 | $9.76M | Sell |
81,105
-3,864
| -5% | -$447K | 2.41% | 19 |
|
|
2020
Q3 | $9.88M | Buy |
84,969
+1,084
| +1% | +$128K | 2.79% | 15 |
|
|
2020
Q2 | $9.69M | Sell |
83,885
-207
| -0.2% | -$24K | 2.89% | 16 |
|
|
2020
Q1 | $8.92M | Buy |
84,092
+5,375
| +7% | +$680K | 3.14% | 13 |
|
|
2019
Q4 | $10.1M | Buy |
78,717
+296
| +0.4% | +$38.5K | 2.69% | 19 |
|
|
2019
Q3 | $10.9M | Buy |
78,421
+3,823
| +5% | +$516K | 3.01% | 17 |
|
|
2019
Q2 | $9.84M | Buy |
74,598
+5,813
| +8% | +$764K | 2.79% | 17 |
|
|
2019
Q1 | $9.28M | Buy |
+68,785
| New | +$8.77M | 2.76% | 18 |
|
|
2018
Q4 | – | Sell |
-1,487
| Closed | -$215K | – | 65 |
|
|
2018
Q3 | $215K | Buy |
+1,487
| New | +$208K | 0.06% | 60 |
|
|
2014
Q4 | – | Sell |
-2,985
| Closed | -$542K | – | 56 |
|
|
2014
Q3 | $542K | Buy |
2,985
+1
| +0% | +$182 | 0.21% | 37 |
|
|
2014
Q2 | $517K | Buy |
2,984
+1
| +0% | +$180 | 0.2% | 38 |
|
|
2014
Q1 | $549K | Sell |
2,983
-802
| -21% | -$141K | 0.22% | 34 |
|
|
2013
Q4 | $679K | Sell |
3,785
-65
| -2% | -$11.2K | 0.29% | 35 |
|
|
2013
Q3 | $682K | Sell |
3,850
-149
| -4% | -$27.1K | 0.32% | 34 |
|
|
2013
Q2 | $731K | Buy |
+3,999
| New | +$779K | 0.37% | 35 |
|
Other funds holding IBM
VCM
VPM
Lathrop Investment Management's IBM Position: Q1 2026 in Review
Lathrop Investment Management reduced its IBM (IBM) stake by 3.4% in Q1 2026, selling an estimated $353K and leaving 37,530 shares worth $9.1M. The position accounts for 1.7% of the portfolio, ranked #27.
Lathrop Investment Management first reported a position in IBM in Q2 2013 and has held it in 36 quarters since. The position peaked at $12M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Lathrop Investment Management held 37,530 shares of IBM worth $9.1M as of Q1 2026.
- Lathrop Investment Management sold 1,304 IBM shares in Q1 2026, an estimated $353K.
- IBM made up 1.7% of Lathrop Investment Management's portfolio in Q1 2026, its #27 holding.
- Lathrop Investment Management first reported a position in IBM in Q2 2013 and has held it in 36 quarters since.
- Lathrop Investment Management's IBM position peaked at $12M in Q2 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.