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Lavaca Capital’s IBM IBM Stock Holding History

Lavaca Capital’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 		$972K Buy
4,009
+3,063
+324% +$829K 0.17% 51
2025
Q4 		$280K Hold
946
– – 0.05% 86
2025
Q3 		$267K Hold
946
– – 0.05% 92
2025
Q2 		$279K Hold
946
– – 0.1% 90
2025
Q1 		$235K Sell
946
-229
-19% -$56K 0.1% 94
2024
Q4 		$258K Buy
1,175
+182
+18% +$40.5K 0.1% 101
2024
Q3 		$220K Buy
+993
New +$195K 0.09% 106
2023
Q3 		– Sell
-2,924
Closed -$391K – 148
2023
Q2 		$391K Sell
2,924
-27,937
-91% -$3.61M 0.11% 118
2023
Q1 		$4.16M Hold
30,861
– – 0.87% 20
2022
Q4 		$4.27M Buy
30,861
+1
+0% +$138 1.33% 17
2022
Q3 		$4.03M Buy
30,860
+300
+1% +$39.4K 1.45% 15
2022
Q2 		$4.04M Hold
30,560
– – 0.6% 16
2022
Q1 		$3.97M Sell
30,560
-199
-0.6% -$26K 0.43% 26
2021
Q4 		$4.11M Buy
30,759
+363
+1% +$45.5K 0.53% 20
2021
Q3 		$4.04M Buy
30,396
+2,615
+9% +$350K 0.41% 16
2021
Q2 		$3.89M Buy
27,781
+105
+0.4% +$14.4K 0.39% 16
2021
Q1 		$3.53M Sell
27,676
-2,233
-7% -$267K 0.3% 17
2020
Q4 		$3.6M Buy
29,909
+1,646
+6% +$190K 0.47% 17
2020
Q3 		$3.29M Buy
28,263
+6,841
+32% +$805K 0.52% 22
2020
Q2 		$2.47M Sell
21,422
-523
-2% -$60.7K 0.79% 20
2020
Q1 		$2.33M Sell
21,945
-2,406
-10% -$304K 2.25% 14
2019
Q4 		$3.12M Sell
24,351
-1,396
-5% -$181K 2.4% 11
2019
Q3 		$3.58M Hold
25,747
– – 2.7% 10
2019
Q2 		$3.39M Hold
25,747
– – 2.62% 11
2019
Q1 		$3.47M Buy
25,747
+2,406
+10% +$307K 2.96% 10
2018
Q4 		$2.54M Buy
+23,341
New +$2.8M 2.53% 11

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

Lavaca Capital's IBM Position: Q1 2026 in Review

Lavaca Capital increased its IBM (IBM) stake by 324% in Q1 2026, buying an estimated $829K and bringing the position to 4,009 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #51.

Lavaca Capital first reported a position in IBM in Q4 2018 and has held it in 26 quarters since. The position peaked at $4.27M in Q4 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Lavaca Capital held 4,009 shares of IBM worth $972K as of Q1 2026.
  • Lavaca Capital bought 3,063 IBM shares in Q1 2026, an estimated $829K.
  • IBM made up 0.17% of Lavaca Capital's portfolio in Q1 2026, its #51 holding.
  • Lavaca Capital first reported a position in IBM in Q4 2018 and has held it in 26 quarters since.
  • Lavaca Capital's IBM position peaked at $4.27M in Q4 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.