Lesa Sroufe & Co’s IBM IBM Stock Holding History

Lesa Sroufe & Co’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 Q3	–	Sell	-880	Closed	-$247K	–	68
2026 Q2	$247K	Hold	880	–	–	0.18%	57
2026 Q1	$213K	Hold	880	–	–	0.15%	64
2025 Q4	$261K	Sell	880 -65	-7%	-$19.5K	0.19%	59
2025 Q3	$267K	Hold	945	–	–	0.22%	61
2025 Q2	$279K	Hold	945	–	–	0.26%	54
2025 Q1	$235K	Buy	+945	New	+$231K	0.23%	63
2024 Q3	$242K	Buy	+1,095	New	+$215K	0.23%	63
2024 Q2	–	Sell	-1,095	Closed	-$209K	–	75
2024 Q1	$209K	Buy	+1,095	New	+$200K	0.2%	71
2017 Q2	–	Sell	-1,308	Closed	-$218K	–	39
2017 Q1	$218K	Hold	1,308	–	–	0.2%	35
2016 Q4	$207K	Buy	+1,308	New	+$199K	0.18%	38
2015 Q3	–	Sell	-1,308	Closed	-$203K	–	40
2015 Q2	$203K	Hold	1,308	–	–	0.14%	39
2015 Q1	$201K	Hold	1,308	–	–	0.13%	38
2014 Q4	$201K	Hold	1,308	–	–	0.13%	41
2014 Q3	$237K	Hold	1,308	–	–	0.14%	35
2014 Q2	$227K	Hold	1,308	–	–	0.12%	36
2014 Q1	$241K	Hold	1,308	–	–	0.13%	35
2013 Q4	$234K	Sell	1,308 -333	-20%	-$57.4K	0.13%	37
2013 Q3	$291K	Buy	1,641 +107	+7%	+$19.4K	0.17%	35
2013 Q2	$280K	Buy	+1,534	New	+$299K	0.16%	38

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lesa Sroufe & Co's IBM Position: Q3 2026 in Review

Lesa Sroufe & Co sold out of IBM (IBM) in Q3 2026, closing a stake of 880 shares — an estimated $247K sold.

Lesa Sroufe & Co first reported a position in IBM in Q2 2013 and held it in 19 quarters. The position peaked at $291K in Q3 2013. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Lesa Sroufe & Co reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
Lesa Sroufe & Co sold 880 IBM shares in Q3 2026, an estimated $247K.
Lesa Sroufe & Co first reported a position in IBM in Q2 2013 and held it in 19 quarters.
Lesa Sroufe & Co's IBM position peaked at $291K in Q3 2013.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lesa Sroufe & Co's 13F filing for Q3 2026, filed 29 Oct 2026.