Lavelle Capital’s IBM IBM Stock Holding History

Lavelle 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	–	Sell	-2,850	Closed	-$844K	–	79
2025 Q4	$844K	Buy	+2,850	New	+$854K	0.53%	42

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Lavelle Capital's IBM Position: Q1 2026 in Review

Lavelle Capital sold out of IBM (IBM) in Q1 2026, closing a stake of 2,850 shares — an estimated $844K sold.

Lavelle Capital first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $844K in Q4 2025. 3,494 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Lavelle Capital reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Lavelle Capital sold 2,850 IBM shares in Q1 2026, an estimated $844K.
Lavelle Capital first reported a position in IBM in Q4 2025 and held it in 1 quarter.
Lavelle Capital's IBM position peaked at $844K in Q4 2025.
3,494 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.