Lewis Asset Management
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Lewis Asset Management’s IBM IBM Stock Holding History

Lewis Asset Management’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
-2,712
Closed -$763K – 228
2026
Q2 		$763K Buy
2,712
+205
+8% +$51.6K 0.27% 88
2026
Q1 		$608K Buy
2,507
+18
+0.7% +$4.87K 0.25% 100
2025
Q4 		$737K Sell
2,489
-252
-9% -$75.5K 0.3% 81
2025
Q3 		$773K Buy
2,741
+27
+1% +$7.07K 0.32% 77
2025
Q2 		$800K Sell
2,714
-358
-12% -$92.2K 0.38% 67
2025
Q1 		$764K Sell
3,072
-71
-2% -$17.4K 0.63% 42
2024
Q4 		$691K Sell
3,143
-315
-9% -$70.2K 0.53% 47
2024
Q3 		$765K Buy
3,458
+190
+6% +$37.3K 0.56% 43
2024
Q2 		$565K Buy
3,268
+234
+8% +$40.7K 0.43% 54
2024
Q1 		$579K Buy
3,034
+343
+13% +$62.6K 0.48% 50
2023
Q4 		$440K Buy
+2,691
New +$407K 0.4% 64

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lewis Asset Management's IBM Position: Q3 2026 in Review

Lewis Asset Management sold out of IBM (IBM) in Q3 2026, closing a stake of 2,712 shares — an estimated $763K sold.

Lewis Asset Management first reported a position in IBM in Q4 2023 and held it in 11 quarters. The position peaked at $800K in Q2 2025. 2,602 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Lewis Asset Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Lewis Asset Management sold 2,712 IBM shares in Q3 2026, an estimated $763K.
  • Lewis Asset Management first reported a position in IBM in Q4 2023 and held it in 11 quarters.
  • Lewis Asset Management's IBM position peaked at $800K in Q2 2025.
  • 2,602 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.