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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lewis Asset Management's IBM Position: Q2 2026 in Review

Lewis Asset Management increased its IBM (IBM) stake by 8.2% in Q2 2026, buying an estimated $51.6K and bringing the position to 2,712 shares worth $763K. The position accounts for 0.27% of the portfolio, ranked #88.

Lewis Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $800K in Q2 2025. 1,715 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lewis Asset Management held 2,712 shares of IBM worth $763K as of Q2 2026.
  • Lewis Asset Management bought 205 IBM shares in Q2 2026, an estimated $51.6K.
  • IBM made up 0.27% of Lewis Asset Management's portfolio in Q2 2026, its #88 holding.
  • Lewis Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's IBM position peaked at $800K in Q2 2025.
  • 1,715 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.