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LBMC Investment Advisors’s IBM IBM Stock Holding History

LBMC Investment Advisors’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 		$1.38M Sell
5,688
-30
-0.5% -$8.12K 0.08% 91
2025
Q4 		$1.69M Sell
5,718
-460
-7% -$138K 0.1% 79
2025
Q3 		$1.74M Buy
6,178
+844
+16% +$221K 0.11% 74
2025
Q2 		$1.57M Buy
5,334
+9
+0.2% +$2.32K 0.11% 72
2025
Q1 		$1.32M Buy
5,325
+9
+0.2% +$2.2K 0.1% 74
2024
Q4 		$1.17M Buy
5,316
+10
+0.2% +$2.23K 0.09% 74
2024
Q3 		$1.17M Sell
5,306
-128
-2% -$25.1K 0.09% 72
2024
Q2 		$940K Buy
5,434
+14
+0.3% +$2.43K 0.08% 74
2024
Q1 		$1.04M Buy
5,420
+12
+0.2% +$2.19K 0.09% 70
2023
Q4 		$885K Buy
5,408
+14
+0.3% +$2.12K 0.08% 67
2023
Q3 		$757K Buy
5,394
+16
+0.3% +$2.28K 0.08% 73
2023
Q2 		$720K Sell
5,378
-267
-5% -$34.5K 0.07% 75
2023
Q1 		$740K Buy
5,645
+1,380
+32% +$185K 0.07% 72
2022
Q4 		$601K Buy
4,265
+18
+0.4% +$2.48K 0.06% 80
2022
Q3 		$505K Buy
4,247
+20
+0.5% +$2.63K 0.06% 81
2022
Q2 		$597K Buy
4,227
+22
+0.5% +$2.97K 0.06% 72
2022
Q1 		$547K Buy
4,205
+24
+0.6% +$3.13K 0.05% 87
2021
Q4 		$559K Sell
4,181
-3,612
-46% -$453K 0.05% 88
2021
Q3 		$566 Buy
7,793
+3,556
+84% +$475K 0.05% 83
2021
Q2 		$594K Buy
4,237
+143
+3% +$19.6K 0.06% 82
2021
Q1 		$522K Sell
4,094
-108
-3% -$12.9K 0.06% 75
2020
Q4 		$506K Sell
4,202
-582
-12% -$67.3K 0.06% 71
2020
Q3 		$557K Sell
4,784
-82
-2% -$9.65K 0.08% 63
2020
Q2 		$562K Sell
4,866
-64
-1% -$7.43K 0.09% 52
2020
Q1 		$523K Sell
4,930
-394
-7% -$49.8K 0.1% 47
2019
Q4 		$682K Sell
5,324
-228
-4% -$29.6K 0.1% 47
2019
Q3 		$772K Buy
5,552
+2,749
+98% +$371K 0.12% 42
2019
Q2 		$370K Buy
2,803
+146
+5% +$19.2K 0.06% 65
2019
Q1 		$358K Sell
2,657
-331
-11% -$42.2K 0.06% 67
2018
Q4 		$325K Buy
2,988
+906
+44% +$109K 0.06% 67
2018
Q3 		$301K Buy
2,082
+7
+0.3% +$978 0.05% 78
2018
Q2 		$277K Buy
2,075
+35
+2% +$4.88K 0.05% 81
2018
Q1 		$299K Sell
2,040
-708
-26% -$107K 0.05% 67
2017
Q4 		$403K Sell
2,748
-210
-7% -$30.5K 0.07% 62
2017
Q3 		$410K Buy
2,958
+22
+0.7% +$3.06K 0.07% 55
2017
Q2 		$432K Sell
2,936
-707
-19% -$107K 0.08% 53
2017
Q1 		$607K Buy
3,643
+20
+0.6% +$3.35K 0.11% 43
2016
Q4 		$575K Sell
3,623
-166
-4% -$25.3K 0.11% 44
2016
Q3 		$575K Sell
3,789
-158
-4% -$24K 0.11% 46
2016
Q2 		$573K Buy
3,947
+237
+6% +$33.9K 0.11% 39
2016
Q1 		$537K Buy
3,710
+549
+17% +$70.1K 0.11% 42
2015
Q4 		$416K Buy
3,161
+27
+0.9% +$3.63K 0.09% 45
2015
Q3 		$434K Buy
3,134
+26
+0.8% +$3.84K 0.1% 40
2015
Q2 		$483K Sell
3,108
-187
-6% -$30.1K 0.1% 38
2015
Q1 		$506K Sell
3,295
-207
-6% -$31.4K 0.11% 37
2014
Q4 		$537K Buy
3,502
+2
+0.1% +$318 0.12% 35
2014
Q3 		$635K Buy
+3,500
New +$638K 0.15% 27
2014
Q2 		– Sell
-3,289
Closed -$605K – 48
2014
Q1 		$605K Buy
3,289
+88
+3% +$15.5K 0.15% 29
2013
Q4 		$574K Buy
3,201
+1
+0% +$172 0.15% 29
2013
Q3 		$566K Hold
3,200
– – 0.17% 29
2013
Q2 		$585K Buy
+3,200
New +$623K 0.2% 27

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBMC Investment Advisors's IBM Position: Q1 2026 in Review

LBMC Investment Advisors reduced its IBM (IBM) stake by 0.52% in Q1 2026, selling an estimated $8.12K and leaving 5,688 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #91.

LBMC Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.74M in Q3 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • LBMC Investment Advisors held 5,688 shares of IBM worth $1.38M as of Q1 2026.
  • LBMC Investment Advisors sold 30 IBM shares in Q1 2026, an estimated $8.12K.
  • IBM made up 0.08% of LBMC Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • LBMC Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • LBMC Investment Advisors's IBM position peaked at $1.74M in Q3 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.