LIM
IBM icon

Leavell Investment Management’s IBM IBM Stock Holding History

Leavell Investment 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 		$6.79M Sell
24,148
-973
-4% -$245K 0.25% 102
2026
Q1 		$6.09M Buy
25,121
+502
+2% +$136K 0.25% 105
2025
Q4 		$7.29M Buy
24,619
+198
+0.8% +$59.3K 0.3% 78
2025
Q3 		$6.89M Buy
24,421
+1,094
+5% +$286K 0.29% 79
2025
Q2 		$6.88M Buy
23,327
+1,853
+9% +$477K 0.31% 76
2025
Q1 		$5.34M Buy
21,474
+2,316
+12% +$567K 0.26% 94
2024
Q4 		$4.21M Buy
19,158
+672
+4% +$150K 0.21% 115
2024
Q3 		$4.09M Buy
18,486
+4,505
+32% +$883K 0.2% 113
2024
Q2 		$2.42M Buy
13,981
+1,293
+10% +$225K 0.13% 156
2024
Q1 		$2.42M Buy
12,688
+226
+2% +$41.2K 0.14% 147
2023
Q4 		$2.04M Sell
12,462
-100
-0.8% -$15.1K 0.13% 164
2023
Q3 		$1.76M Buy
12,562
+902
+8% +$128K 0.12% 170
2023
Q2 		$1.56M Sell
11,660
-440
-4% -$56.8K 0.11% 187
2023
Q1 		$1.59M Sell
12,100
-158
-1% -$21.1K 0.11% 185
2022
Q4 		$1.73M Sell
12,258
-416
-3% -$57.4K 0.13% 165
2022
Q3 		$1.51M Hold
12,674
– – 0.12% 171
2022
Q2 		$1.79M Buy
12,674
+585
+5% +$79K 0.14% 156
2022
Q1 		$1.57M Buy
12,089
+69
+0.6% +$9K 0.11% 174
2021
Q4 		$1.61M Sell
12,020
-1,087
-8% -$136K 0.11% 177
2021
Q3 		$1.74M Sell
13,107
-6,410
-33% -$857K 0.13% 156
2021
Q2 		$2.49M Hold
19,517
– – 0.2% 125
2021
Q1 		$2.49M Sell
19,517
-3,043
-13% -$364K 0.2% 125
2020
Q4 		$2.71M Sell
22,560
-50
-0.2% -$5.78K 0.23% 115
2020
Q3 		$2.63M Sell
22,610
-73
-0.3% -$8.6K 0.23% 107
2020
Q2 		$2.62M Sell
22,683
-694
-3% -$80.6K 0.25% 110
2020
Q1 		$2.48M Buy
23,377
+141
+0.6% +$17.8K 0.29% 102
2019
Q4 		$2.98M Sell
23,236
-952
-4% -$124K 0.28% 105
2019
Q3 		$3.36M Buy
24,188
+1,213
+5% +$164K 0.35% 90
2019
Q2 		$3.03M Buy
22,975
+122
+0.5% +$16K 0.32% 93
2019
Q1 		$3.08M Buy
22,853
+1,855
+9% +$236K 0.34% 89
2018
Q4 		$2.28M Buy
20,998
+2,566
+14% +$308K 0.29% 101
2018
Q3 		$2.66M Buy
18,432
+4,373
+31% +$611K 0.29% 102
2018
Q2 		$1.88M Buy
14,059
+1,136
+9% +$158K 0.21% 123
2018
Q1 		$1.9M Buy
12,923
+205
+2% +$31K 0.22% 124
2017
Q4 		$1.86M Buy
12,718
+502
+4% +$73K 0.22% 126
2017
Q3 		$1.69M Buy
12,216
+544
+5% +$75.8K 0.21% 129
2017
Q2 		$1.72M Sell
11,672
-55
-0.5% -$8.29K 0.22% 120
2017
Q1 		$1.95M Buy
11,727
+1,612
+16% +$270K 0.25% 106
2016
Q4 		$1.6M Buy
10,115
+1,103
+12% +$168K 0.22% 114
2016
Q3 		$1.37M Sell
9,012
-109
-1% -$16.5K 0.2% 134
2016
Q2 		$1.32M Sell
9,121
-470
-5% -$67.3K 0.2% 129
2016
Q1 		$1.39M Sell
9,591
-869
-8% -$111K 0.21% 123
2015
Q4 		$1.38M Sell
10,460
-2,165
-17% -$291K 0.2% 125
2015
Q3 		$1.75M Sell
12,625
-81
-0.6% -$12K 0.28% 103
2015
Q2 		$1.98M Sell
12,706
-2,716
-18% -$437K 0.31% 100
2015
Q1 		$2.37M Sell
15,422
-1,256
-8% -$191K 0.36% 84
2014
Q4 		$2.56M Sell
16,678
-6,528
-28% -$1.04M 0.39% 72
2014
Q3 		$4.21M Sell
23,206
-76
-0.3% -$13.8K 0.67% 29
2014
Q2 		$4.04M Sell
23,282
-2,574
-10% -$463K 0.64% 34
2014
Q1 		$4.76M Sell
25,856
-1,349
-5% -$238K 0.79% 26
2013
Q4 		$4.88M Sell
27,205
-2,237
-8% -$386K 0.82% 25
2013
Q3 		$5.21M Buy
29,442
+1,149
+4% +$209K 0.94% 19
2013
Q2 		$5.17M Buy
+28,293
New +$5.51M 0.96% 22

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Leavell Investment Management's IBM Position: Q2 2026 in Review

Leavell Investment Management reduced its IBM (IBM) stake by 3.9% in Q2 2026, selling an estimated $245K and leaving 24,148 shares worth $6.79M. The position accounts for 0.25% of the portfolio, ranked #102.

Leavell Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.29M in Q4 2025. 975 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Leavell Investment Management held 24,148 shares of IBM worth $6.79M as of Q2 2026.
  • Leavell Investment Management sold 973 IBM shares in Q2 2026, an estimated $245K.
  • IBM made up 0.25% of Leavell Investment Management's portfolio in Q2 2026, its #102 holding.
  • Leavell Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's IBM position peaked at $7.29M in Q4 2025.
  • 975 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.