LJHT
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Laurie J. Hall Trustee’s IBM IBM Stock Holding History

Laurie J. Hall Trustee’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 		$7.44M Buy
26,441
+50
+0.2% +$12.6K 2.31% 16
2026
Q1 		$6.4M Buy
26,391
+20
+0.1% +$5.41K 2.26% 15
2025
Q4 		$7.81M Sell
26,371
-1,955
-7% -$586K 2.6% 12
2025
Q3 		$7.99M Sell
28,326
-1,482
-5% -$388K 2.61% 11
2025
Q2 		$8.79M Sell
29,808
-150
-0.5% -$38.6K 2.91% 7
2025
Q1 		$7.45M Sell
29,958
-871
-3% -$213K 2.66% 8
2024
Q4 		$6.78M Buy
30,829
+50
+0.2% +$11.1K 2.22% 10
2024
Q3 		$6.8M Buy
30,779
+2,185
+8% +$428K 2.16% 12
2024
Q2 		$4.95M Buy
28,594
+283
+1% +$49.2K 1.72% 18
2024
Q1 		$5.41M Buy
28,311
+933
+3% +$170K 1.9% 15
2023
Q4 		$4.48M Buy
27,378
+4,055
+17% +$613K 1.72% 21
2023
Q3 		$3.27M Buy
23,323
+2,390
+11% +$340K 1.39% 25
2023
Q2 		$2.8M Buy
20,933
+2,565
+14% +$331K 1.11% 33
2023
Q1 		$2.41M Buy
18,368
+4,035
+28% +$540K 1.03% 37
2022
Q4 		$2.02M Buy
14,333
+25
+0.2% +$3.45K 0.91% 39
2022
Q3 		$1.7M Buy
14,308
+12,100
+548% +$1.59M 0.84% 39
2022
Q2 		$312K Hold
2,208
– – 0.15% 84
2022
Q1 		$288K Buy
2,208
+1,700
+335% +$222K 0.11% 94
2021
Q4 		$68K Sell
508
-128
-20% -$16.1K 0.02% 174
2021
Q3 		$85K Hold
636
– – 0.03% 163
2021
Q2 		$89K Hold
636
– – 0.03% 161
2021
Q1 		$81K Sell
636
-256
-29% -$30.6K 0.03% 168
2020
Q4 		$108K Sell
892
-79
-8% -$9.13K 0.04% 145
2020
Q3 		$113K Buy
+971
New +$114K 0.05% 130
2019
Q4 		$144K Sell
1,128
-156
-12% -$20.3K 0.07% 124
2019
Q3 		$179K Hold
1,284
– – 0.09% 112
2019
Q2 		$170K Hold
1,284
– – 0.09% 117
2019
Q1 		$173K Sell
1,284
-361
-22% -$46K 0.09% 115
2018
Q4 		$214K Hold
1,645
– – 0.12% 99
2018
Q3 		$238K Hold
1,645
– – 0.13% 98
2018
Q2 		$220K Buy
1,645
+157
+11% +$21.9K 0.13% 94
2018
Q1 		$218K Sell
1,488
-419
-22% -$63.4K 0.13% 91
2017
Q4 		$280K Hold
1,907
– – 0.16% 84
2017
Q3 		$264K Hold
1,907
– – 0.16% 77
2017
Q2 		$280K Sell
1,907
-523
-22% -$78.8K 0.18% 78
2017
Q1 		$402K Sell
2,430
-104
-4% -$17.4K 0.26% 64
2016
Q4 		$411K Buy
+2,534
New +$386K 0.26% 65
2016
Q2 		$565K Sell
3,801
-1,752
-32% -$251K 0.37% 56
2016
Q1 		$789K Sell
5,553
-683
-11% -$87.2K 0.5% 49
2015
Q4 		$732K Buy
6,236
+2,510
+67% +$337K 0.53% 45
2015
Q3 		$516K Buy
3,726
+218
+6% +$32.2K 0.41% 49
2015
Q2 		$546K Buy
3,508
+246
+8% +$39.5K 0.4% 54
2015
Q1 		$501K Sell
3,262
-27
-0.8% -$4.09K 0.37% 56
2014
Q4 		$504K Sell
3,289
-209
-6% -$33.3K 0.36% 56
2014
Q3 		$635K Sell
3,498
-172
-5% -$31.3K 0.48% 50
2014
Q2 		$636K Hold
3,670
– – 0.48% 51
2014
Q1 		$675K Sell
3,670
-168
-4% -$29.6K 0.52% 47
2013
Q4 		$688K Buy
3,838
+53
+1% +$9.14K 0.53% 46
2013
Q3 		$670K Hold
3,785
– – 0.56% 45
2013
Q2 		$692K Buy
+3,785
New +$737K 0.61% 42

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Laurie J. Hall Trustee's IBM Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its IBM (IBM) stake by 0.19% in Q2 2026, buying an estimated $12.6K and bringing the position to 26,441 shares worth $7.44M. The position accounts for 2.31% of the portfolio, ranked #16.

Laurie J. Hall Trustee first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.79M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Laurie J. Hall Trustee held 26,441 shares of IBM worth $7.44M as of Q2 2026.
  • Laurie J. Hall Trustee bought 50 IBM shares in Q2 2026, an estimated $12.6K.
  • IBM made up 2.31% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #16 holding.
  • Laurie J. Hall Trustee first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • Laurie J. Hall Trustee's IBM position peaked at $8.79M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.