Lee, Danner & Bass’s IBM IBM Stock Holding History

Lee, Danner & Bass’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	$3.56M	Sell	12,649 -92	-0.7%	-$23.2K	0.21%	96
2026 Q1	$3.09M	Buy	12,741 +226	+2%	+$61.1K	0.19%	95
2025 Q4	$3.71M	Sell	12,515 -50	-0.4%	-$15K	0.27%	80
2025 Q3	$3.55M	Hold	12,565	–	–	0.26%	81
2025 Q2	$3.7M	Sell	12,565 -779	-6%	-$201K	0.29%	78
2025 Q1	$3.32M	Sell	13,344 -244	-2%	-$59.7K	0.27%	74
2024 Q4	$2.99M	Buy	13,588 +390	+3%	+$86.9K	0.24%	82
2024 Q3	$2.92M	Buy	13,198 +1	+0%	+$196	0.21%	89
2024 Q2	$2.28M	Buy	+13,197	New	+$2.29M	0.18%	95
2023 Q4	$2.16M	Buy	13,195 +101	+0.8%	+$15.3K	0.18%	99
2023 Q3	$1.84M	Sell	13,094 -1,077	-8%	-$153K	0.17%	100
2023 Q2	$1.9M	Sell	14,171 -583	-4%	-$75.2K	0.16%	102
2023 Q1	$1.93M	Sell	14,754 -320	-2%	-$42.8K	0.18%	103
2022 Q4	$2.12M	Hold	15,074	–	–	0.2%	100
2022 Q3	$1.79M	Buy	15,074 +200	+1%	+$26.2K	0.19%	99
2022 Q2	$2.1M	Sell	14,874 -955	-6%	-$129K	0.21%	93
2022 Q1	$2.06M	Buy	15,829 +158	+1%	+$20.6K	0.18%	100
2021 Q4	$2.1M	Sell	15,671 -1,133	-7%	-$142K	0.18%	95
2021 Q3	$2.23M	Sell	16,804 -1,236	-7%	-$165K	0.21%	91
2021 Q2	$2.53M	Sell	18,040 -502	-3%	-$68.6K	0.23%	88
2021 Q1	$2.36M	Sell	18,542 -1,622	-8%	-$194K	0.23%	87
2020 Q4	$2.43M	Sell	20,164 -849	-4%	-$98.1K	0.26%	81
2020 Q3	$2.44M	Sell	21,013 -31	-0.1%	-$3.65K	0.29%	77
2020 Q2	$2.43M	Sell	21,044 -328	-2%	-$38.1K	0.31%	73
2020 Q1	$2.27M	Buy	21,372 +5,044	+31%	+$638K	0.32%	67
2019 Q4	$2.09M	Sell	16,328 -1,629	-9%	-$212K	0.22%	90
2019 Q3	$2.5M	Buy	17,957 +1,261	+8%	+$170K	0.27%	78
2019 Q2	$2.2M	Buy	16,696 +2,547	+18%	+$335K	0.23%	84
2019 Q1	$1.91M	Sell	14,149 -8,928	-39%	-$1.14M	0.21%	89
2018 Q4	$2.51M	Sell	23,077 -792	-3%	-$95.1K	0.3%	72
2018 Q3	$3.45M	Sell	23,869 -784	-3%	-$110K	0.34%	69
2018 Q2	$3.29M	Sell	24,653 -1,956	-7%	-$273K	0.35%	68
2018 Q1	$3.9M	Sell	26,609 -1,062	-4%	-$161K	0.41%	56
2017 Q4	$4.06M	Sell	27,671 -72	-0.3%	-$10.5K	0.41%	60
2017 Q3	$3.85M	Sell	27,743 -1,536	-5%	-$214K	0.41%	59
2017 Q2	$4.31M	Sell	29,279 -653	-2%	-$98.4K	0.48%	53
2017 Q1	$4.98M	Sell	29,932 -3,284	-10%	-$551K	0.56%	47
2016 Q4	$5.27M	Sell	33,216 -3,663	-10%	-$558K	0.62%	43
2016 Q3	$5.6M	Sell	36,879 -408	-1%	-$61.9K	0.68%	41
2016 Q2	$5.41M	Buy	37,287 +3,200	+9%	+$458K	0.66%	41
2016 Q1	$4.86M	Sell	34,087 -2,858	-8%	-$365K	0.6%	42
2015 Q4	$4.86M	Sell	36,945 -3,021	-8%	-$406K	0.64%	42
2015 Q3	$5.54M	Sell	39,966 -1,785	-4%	-$264K	0.74%	37
2015 Q2	$6.49M	Sell	41,751 -1,538	-4%	-$247K	0.77%	37
2015 Q1	$6.64M	Sell	43,289 -6,268	-13%	-$951K	0.78%	37
2014 Q4	$7.6M	Sell	49,557 -4,696	-9%	-$747K	0.91%	30
2014 Q3	$9.85M	Sell	54,253 -2,895	-5%	-$527K	1.22%	23
2014 Q2	$9.9M	Sell	57,148 -542	-0.9%	-$97.5K	1.21%	22
2014 Q1	$10.6M	Buy	57,690 +19	+0%	+$3.35K	1.38%	19
2013 Q4	$10.3M	Sell	57,671 -1,722	-3%	-$297K	1.38%	21
2013 Q3	$10.5M	Buy	59,393 +907	+2%	+$165K	1.46%	18
2013 Q2	$10.7M	Buy	+58,486	New	+$11.4M	1.56%	15

Other funds holding IBM

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Lee, Danner & Bass's IBM Position: Q2 2026 in Review

Lee, Danner & Bass reduced its IBM (IBM) stake by 0.72% in Q2 2026, selling an estimated $23.2K and leaving 12,649 shares worth $3.56M. The position accounts for 0.21% of the portfolio, ranked #96.

Lee, Danner & Bass first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q2 2013. 1,536 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lee, Danner & Bass held 12,649 shares of IBM worth $3.56M as of Q2 2026.
Lee, Danner & Bass sold 92 IBM shares in Q2 2026, an estimated $23.2K.
IBM made up 0.21% of Lee, Danner & Bass's portfolio in Q2 2026, its #96 holding.
Lee, Danner & Bass first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Lee, Danner & Bass's IBM position peaked at $10.7M in Q2 2013.
1,536 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.