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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Lesa Sroufe & Co's IBM Position: Q2 2026 in Review

Lesa Sroufe & Co held its IBM (IBM) position steady in Q2 2026 at 880 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #57.

Lesa Sroufe & Co first reported a position in IBM in Q2 2013 and has held it in 19 quarters since. The position peaked at $291K in Q3 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lesa Sroufe & Co held 880 shares of IBM worth $247K as of Q2 2026.
Lesa Sroufe & Co left its IBM share count unchanged in Q2 2026.
IBM made up 0.18% of Lesa Sroufe & Co's portfolio in Q2 2026, its #57 holding.
Lesa Sroufe & Co first reported a position in IBM in Q2 2013 and has held it in 19 quarters since.
Lesa Sroufe & Co's IBM position peaked at $291K in Q3 2013.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.