LFA
IBM icon

Lauterbach Financial Advisors’s IBM IBM Stock Holding History

Lauterbach Financial 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 		– Sell
-714
Closed -$212K – 81
2025
Q4 		$212K Buy
+714
New +$214K 0.1% 77
2024
Q1 		– Sell
-4,483
Closed -$733K – 67
2023
Q4 		$733K Buy
4,483
+208
+5% +$31.4K 0.51% 24
2023
Q3 		$600K Hold
4,275
– – 0.47% 27
2023
Q2 		$572K Hold
4,275
– – 0.44% 28
2023
Q1 		$560K Hold
4,275
– – 0.45% 29
2022
Q4 		$602K Buy
+4,275
New +$590K 0.54% 26

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lauterbach Financial Advisors's IBM Position: Q1 2026 in Review

Lauterbach Financial Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 714 shares — an estimated $212K sold.

Lauterbach Financial Advisors first reported a position in IBM in Q4 2022 and held it in 6 quarters. The position peaked at $733K in Q4 2023. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Lauterbach Financial Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 714 IBM shares in Q1 2026, an estimated $212K.
  • Lauterbach Financial Advisors first reported a position in IBM in Q4 2022 and held it in 6 quarters.
  • Lauterbach Financial Advisors's IBM position peaked at $733K in Q4 2023.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.