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LGL Partners’s IBM IBM Stock Holding History

LGL Partners’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 		$637K Buy
2,266
+152
+7% +$38.3K 0.23% 33
2026
Q1 		$512K Buy
2,114
+275
+15% +$74.4K 0.21% 41
2025
Q4 		$545K Sell
1,839
-863
-32% -$258K 0.23% 34
2025
Q3 		$762K Buy
2,702
+17
+0.6% +$4.45K 0.32% 30
2025
Q2 		$672K Buy
2,685
+17
+0.6% +$4.38K 0.3% 30
2025
Q1 		$663K Buy
+2,668
New +$653K 0.32% 32
2024
Q4 		– Sell
-1,072
Closed -$237K – 128
2024
Q3 		$237K Buy
+1,072
New +$210K 0.03% 105
2024
Q2 		– Sell
-1,057
Closed -$202K – 117
2024
Q1 		$202K Buy
+1,057
New +$193K 0.03% 97
2020
Q1 		– Sell
-2,097
Closed -$269K – 91
2019
Q4 		$269K Hold
2,097
– – 0.09% 89
2019
Q3 		$292K Buy
2,097
+272
+15% +$36.7K 0.12% 84
2019
Q2 		$241K Buy
1,825
+36
+2% +$4.73K 0.1% 100
2019
Q1 		$241K Buy
+1,789
New +$228K 0.09% 97

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LGL Partners's IBM Position: Q2 2026 in Review

LGL Partners increased its IBM (IBM) stake by 7.2% in Q2 2026, buying an estimated $38.3K and bringing the position to 2,266 shares worth $637K. The position accounts for 0.23% of the portfolio, ranked #33.

LGL Partners first reported a position in IBM in Q1 2019 and has held it in 12 quarters since. The position peaked at $762K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LGL Partners held 2,266 shares of IBM worth $637K as of Q2 2026.
  • LGL Partners bought 152 IBM shares in Q2 2026, an estimated $38.3K.
  • IBM made up 0.23% of LGL Partners's portfolio in Q2 2026, its #33 holding.
  • LGL Partners first reported a position in IBM in Q1 2019 and has held it in 12 quarters since.
  • LGL Partners's IBM position peaked at $762K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.