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Lederer & Associates Investment Counsel’s IBM IBM Stock Holding History

Lederer & Associates Investment Counsel’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 		$958K Buy
3,406
+873
+34% +$220K 0.63% 53
2026
Q1 		$614K Buy
+2,533
New +$685K 0.43% 64
2015
Q3 		– Sell
-1,332
Closed -$207K – 76
2015
Q2 		$207K Hold
1,332
– – 0.21% 67
2015
Q1 		$204K Buy
+1,332
New +$202K 0.2% 72

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lederer & Associates Investment Counsel's IBM Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its IBM (IBM) stake by 34% in Q2 2026, buying an estimated $220K and bringing the position to 3,406 shares worth $958K. The position accounts for 0.63% of the portfolio, ranked #53.

Lederer & Associates Investment Counsel first reported a position in IBM in Q1 2015 and has held it in 4 quarters since. 1,619 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lederer & Associates Investment Counsel held 3,406 shares of IBM worth $958K as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 873 IBM shares in Q2 2026, an estimated $220K.
  • IBM made up 0.63% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #53 holding.
  • Lederer & Associates Investment Counsel first reported a position in IBM in Q1 2015 and has held it in 4 quarters since.
  • 1,619 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.