LexAurum Advisors’s IBM IBM Stock Holding History

LexAurum Advisors’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	$1.16M	Sell	4,120 -346	-8%	-$87.2K	0.13%	137
2026 Q1	$1.08M	Buy	+4,466	New	+$1.21M	0.14%	132
2025 Q3	$898K	Buy	3,184 +115	+4%	+$30.1K	0.13%	132
2025 Q2	$905K	Sell	3,069 -1,594	-34%	-$411K	0.14%	127
2025 Q1	$1.16M	Sell	4,663 -57	-1%	-$13.9K	0.22%	90
2024 Q4	$1.04M	Sell	4,720 -67	-1%	-$14.9K	0.21%	101
2024 Q3	$1.06M	Buy	4,787 +627	+15%	+$123K	0.23%	94
2024 Q2	$720K	Sell	4,160 -37	-0.9%	-$6.43K	0.18%	117
2024 Q1	$801K	Sell	4,197 -1,187	-22%	-$217K	0.2%	104
2023 Q4	$881K	Sell	5,384 -70	-1%	-$10.6K	0.23%	96
2023 Q3	$765K	Buy	+5,454	New	+$776K	0.22%	99

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

LexAurum Advisors's IBM Position: Q2 2026 in Review

LexAurum Advisors reduced its IBM (IBM) stake by 7.7% in Q2 2026, selling an estimated $87.2K and leaving 4,120 shares worth $1.16M. The position accounts for 0.13% of the portfolio, ranked #137.

LexAurum Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LexAurum Advisors held 4,120 shares of IBM worth $1.16M as of Q2 2026.
LexAurum Advisors sold 346 IBM shares in Q2 2026, an estimated $87.2K.
IBM made up 0.13% of LexAurum Advisors's portfolio in Q2 2026, its #137 holding.
LexAurum Advisors first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
LexAurum Advisors's IBM position peaked at $1.16M in Q1 2025.
1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.