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Lebenthal Global Advisors’s IBM IBM Stock Holding History

Lebenthal Global 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
Q2 		$3.34M Buy
11,864
+1,043
+10% +$263K 0.45% 52
2026
Q1 		$2.62M Buy
10,821
+2,406
+29% +$651K 0.38% 50
2025
Q4 		$2.49M Buy
8,415
+255
+3% +$76.4K 0.38% 41
2025
Q3 		$2.3M Buy
8,160
+1,163
+17% +$304K 0.4% 39
2025
Q2 		$2.06M Buy
6,997
+2,045
+41% +$527K 0.38% 39
2025
Q1 		$1.23M Sell
4,952
-140
-3% -$34.2K 0.23% 60
2024
Q4 		$1.12M Buy
5,092
+2,466
+94% +$549K 0.2% 77
2024
Q3 		$581K Sell
2,626
-981
-27% -$192K 0.12% 113
2024
Q2 		$624K Buy
3,607
+863
+31% +$150K 0.14% 95
2024
Q1 		$524K Sell
2,744
-1,140
-29% -$208K 0.12% 110
2023
Q4 		$635K Sell
3,884
-386
-9% -$58.3K 0.15% 90
2023
Q3 		$599K Sell
4,270
-1,081
-20% -$154K 0.18% 70
2023
Q2 		$716K Sell
5,351
-313
-6% -$40.4K 0.21% 50
2023
Q1 		$742K Buy
5,664
+2,976
+111% +$398K 0.23% 40
2022
Q4 		$379K Sell
2,688
-2,194
-45% -$303K 0.12% 89
2022
Q3 		$580K Buy
4,882
+722
+17% +$94.8K 0.27% 47
2022
Q2 		$587K Sell
4,160
-2,137
-34% -$288K 0.28% 56
2022
Q1 		$818K Buy
6,297
+1,001
+19% +$131K 0.35% 41
2021
Q4 		$707K Buy
5,296
+570
+12% +$71.5K 0.29% 46
2021
Q3 		$627K Sell
4,726
-4,174
-47% -$558K 0.39% 49
2021
Q2 		$1.25M Buy
8,900
+5,339
+150% +$730K 0.67% 22
2021
Q1 		$453K Sell
3,561
-209
-6% -$25K 0.28% 58
2020
Q4 		$453K Buy
+3,770
New +$436K 0.32% 36

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lebenthal Global Advisors's IBM Position: Q2 2026 in Review

Lebenthal Global Advisors increased its IBM (IBM) stake by 9.6% in Q2 2026, buying an estimated $263K and bringing the position to 11,864 shares worth $3.34M. The position accounts for 0.45% of the portfolio, ranked #52.

Lebenthal Global Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lebenthal Global Advisors held 11,864 shares of IBM worth $3.34M as of Q2 2026.
  • Lebenthal Global Advisors bought 1,043 IBM shares in Q2 2026, an estimated $263K.
  • IBM made up 0.45% of Lebenthal Global Advisors's portfolio in Q2 2026, its #52 holding.
  • Lebenthal Global Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.