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
2023 Q2	–	Sell	-27,200	Closed	-$3.66M	–	163
2023 Q1	$3.66M	Hold	27,200	–	–	0.77%	25
2022 Q4	$3.76M	Hold	27,200	–	–	1.17%	21
2022 Q3	$3.23M	Hold	27,200	–	–	1.16%	18
2022 Q2	$3.84M	Hold	27,200	–	–	0.57%	19
2022 Q1	$3.54M	Buy	+27,200	New	+$3.55M	0.38%	32
2021 Q2	–	Sell	-18,933	Closed	-$2.41M	–	165
2021 Q1	$2.41M	Buy	18,933 +10,460	+123%	+$1.25M	0.21%	24
2020 Q4	$1.02M	Sell	8,473 -1,987	-19%	-$230K	0.13%	43
2020 Q3	$1.22M	Buy	+10,460	New	+$1.23M	0.19%	37

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 3,463 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.
3,463 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.