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 Q2	$201K	Buy	+714	New	+$180K	0.09%	86
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lauterbach Financial Advisors's IBM Position: Q2 2026 in Review

Lauterbach Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 714 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings. This is a return to the name: Lauterbach Financial Advisors previously reported a position in IBM as recently as Q4 2025.

Lauterbach Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 7 quarters since. The position peaked at $733K in Q4 2023. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lauterbach Financial Advisors held 714 shares of IBM worth $201K as of Q2 2026.
IBM was a new Lauterbach Financial Advisors position in Q2 2026.
IBM made up 0.09% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #86 holding.
Lauterbach Financial Advisors first reported a position in IBM in Q4 2022 and has held it in 7 quarters since.
Lauterbach Financial Advisors's IBM position peaked at $733K in Q4 2023.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.