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Lazari Capital Management’s IBM IBM Stock Holding History

Lazari Capital Management’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
Q2 		$366K Buy
1,301
+9
+0.7% +$2.27K 0.11% 114
2026
Q1 		$313K Sell
1,292
-2
-0.2% -$541 0.11% 114
2025
Q4 		$383K Buy
1,294
+7
+0.5% +$2.1K 0.13% 101
2025
Q3 		$363K Sell
1,287
-347
-21% -$90.8K 0.12% 101
2025
Q2 		$482K Sell
1,634
-150
-8% -$38.6K 0.18% 82
2025
Q1 		$444K Sell
1,784
-139
-7% -$34K 0.18% 84
2024
Q4 		$423K Buy
1,923
+37
+2% +$8.24K 0.17% 81
2024
Q3 		$417K Sell
1,886
-87
-4% -$17.1K 0.18% 86
2024
Q2 		$341K Buy
1,973
+174
+10% +$30.2K 0.15% 95
2024
Q1 		$344K Sell
1,799
-206
-10% -$37.6K 0.19% 77
2023
Q4 		$328K Sell
2,005
-114
-5% -$17.2K 0.19% 76
2023
Q3 		$297K Sell
2,119
-900
-30% -$128K 0.18% 80
2023
Q2 		$404K Buy
+3,019
New +$390K 0.23% 65

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lazari Capital Management's IBM Position: Q2 2026 in Review

Lazari Capital Management increased its IBM (IBM) stake by 0.7% in Q2 2026, buying an estimated $2.27K and bringing the position to 1,301 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #114.

Lazari Capital Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $482K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lazari Capital Management held 1,301 shares of IBM worth $366K as of Q2 2026.
  • Lazari Capital Management bought 9 IBM shares in Q2 2026, an estimated $2.27K.
  • IBM made up 0.11% of Lazari Capital Management's portfolio in Q2 2026, its #114 holding.
  • Lazari Capital Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • Lazari Capital Management's IBM position peaked at $482K in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.