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Lawood & Co’s IBM IBM Stock Holding History

Lawood & Co’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
Q3 		$1.42M Sell
6,449
-247
-4% -$58.7K 0.98% 30
2026
Q2 		$1.88M Buy
6,696
+189
+3% +$47.6K 1.28% 24
2026
Q1 		$1.58M Sell
6,507
-853
-12% -$231K 1.46% 23
2025
Q4 		$2.18M Buy
+7,360
New +$2.2M 2.07% 14

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lawood & Co's IBM Position: Q3 2026 in Review

Lawood & Co reduced its IBM (IBM) stake by 3.7% in Q3 2026, selling an estimated $58.7K and leaving 6,449 shares worth $1.42M. The position accounts for 0.98% of the portfolio, ranked #30.

Lawood & Co first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.18M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Lawood & Co held 6,449 shares of IBM worth $1.42M as of Q3 2026.
  • Lawood & Co sold 247 IBM shares in Q3 2026, an estimated $58.7K.
  • IBM made up 0.98% of Lawood & Co's portfolio in Q3 2026, its #30 holding.
  • Lawood & Co first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's IBM position peaked at $2.18M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.