Lee Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $388K | Buy |
1,602
+655
| +69% | +$177K | 0.05% | 114 |
|
|
2025
Q4 | $281K | Sell |
947
-292
| -24% | -$87.5K | 0.04% | 121 |
|
|
2025
Q3 | $350K | Buy |
1,239
+129
| +12% | +$33.8K | 0.04% | 133 |
|
|
2025
Q2 | $327K | Sell |
1,110
-537
| -33% | -$138K | 0.05% | 114 |
|
|
2025
Q1 | $410K | Sell |
1,647
-254
| -13% | -$62.1K | 0.06% | 106 |
|
|
2024
Q4 | $418K | Buy |
1,901
+3
| +0.2% | +$668 | 0.06% | 124 |
|
|
2024
Q3 | $420K | Buy |
1,898
+244
| +15% | +$47.8K | 0.06% | 123 |
|
|
2024
Q2 | $286K | Sell |
1,654
-22
| -1% | -$3.82K | 0.05% | 121 |
|
|
2024
Q1 | $320K | Buy |
1,676
+34
| +2% | +$6.2K | 0.05% | 117 |
|
|
2023
Q4 | $269K | Buy |
1,642
+32
| +2% | +$4.83K | 0.05% | 119 |
|
|
2023
Q3 | $226K | Buy |
1,610
+20
| +1% | +$2.85K | 0.04% | 125 |
|
|
2023
Q2 | $213K | Hold |
1,590
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $208K | Sell |
1,590
-7
| -0.4% | -$936 | 0.04% | 125 |
|
|
2022
Q4 | $225K | Hold |
1,597
| – | – | 0.04% | 139 |
|
|
2022
Q3 | $190K | Sell |
1,597
-3
| -0.2% | -$394 | 0.04% | 148 |
|
|
2022
Q2 | $226K | Buy |
1,600
+10
| +0.6% | +$1.35K | 0.04% | 135 |
|
|
2022
Q1 | $207K | Sell |
1,590
-556
| -26% | -$72.5K | 0.04% | 142 |
|
|
2021
Q4 | $287K | Buy |
2,146
+619
| +41% | +$77.6K | 0.05% | 121 |
|
|
2021
Q3 | $203K | Buy |
1,527
+104
| +7% | +$13.9K | 0.04% | 140 |
|
|
2021
Q2 | $199K | Buy |
1,423
+651
| +84% | +$89K | 0.04% | 138 |
|
|
2021
Q1 | $98K | Hold |
772
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $93K | Hold |
772
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $90K | Hold |
772
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $89K | Buy |
772
+418
| +118% | +$48.5K | 0.02% | 154 |
|
|
2020
Q1 | $37K | Hold |
354
| – | – | 0.01% | 194 |
|
|
2019
Q4 | $45K | Hold |
354
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $49K | Buy |
354
+241
| +213% | +$32.5K | 0.01% | 193 |
|
|
2019
Q2 | $15K | Hold |
113
| – | – | ﹤0.01% | 294 |
|
|
2019
Q1 | $15K | Hold |
113
| – | – | ﹤0.01% | 283 |
|
|
2018
Q4 | $12K | Sell |
113
-110
| -49% | -$13.2K | ﹤0.01% | 264 |
|
|
2018
Q3 | $32K | Sell |
223
-688
| -76% | -$96.1K | 0.01% | 218 |
|
|
2018
Q2 | $122K | Sell |
911
-58
| -6% | -$8.09K | 0.03% | 197 |
|
|
2018
Q1 | $142K | Buy |
969
+689
| +246% | +$104K | 0.04% | 180 |
|
|
2017
Q4 | $41K | Hold |
280
| – | – | 0.01% | 200 |
|
|
2017
Q3 | $39K | Sell |
280
-210
| -43% | -$29.3K | 0.01% | 197 |
|
|
2017
Q2 | $72K | Hold |
490
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $81K | Hold |
490
| – | – | 0.03% | 146 |
|
|
2016
Q4 | $78K | Buy |
+490
| New | +$74.6K | 0.04% | 147 |
|
Other funds holding IBM
VCM
VPM
Lee Financial's IBM Position: Q1 2026 in Review
Lee Financial increased its IBM (IBM) stake by 69% in Q1 2026, buying an estimated $177K and bringing the position to 1,602 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #114.
Lee Financial first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $420K in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Lee Financial held 1,602 shares of IBM worth $388K as of Q1 2026.
- Lee Financial bought 655 IBM shares in Q1 2026, an estimated $177K.
- IBM made up 0.05% of Lee Financial's portfolio in Q1 2026, its #114 holding.
- Lee Financial first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's IBM position peaked at $420K in Q3 2024.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.