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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lavaca Capital's IBM Position: Q2 2026 in Review

Lavaca Capital increased its IBM (IBM) stake by 8.5% in Q2 2026, buying an estimated $86.2K and bringing the position to 4,351 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #49.

Lavaca Capital first reported a position in IBM in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.27M in Q4 2022. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lavaca Capital held 4,351 shares of IBM worth $1.22M as of Q2 2026.
  • Lavaca Capital bought 342 IBM shares in Q2 2026, an estimated $86.2K.
  • IBM made up 0.12% of Lavaca Capital's portfolio in Q2 2026, its #49 holding.
  • Lavaca Capital first reported a position in IBM in Q4 2018 and has held it in 27 quarters since.
  • Lavaca Capital's IBM position peaked at $4.27M in Q4 2022.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.