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LGT Financial Advisors’s IBM IBM Stock Holding History

LGT Financial 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 		– Sell
-33
Closed -$8K – 241
2026
Q1 		$8K Hold
33
– – 0.04% 160
2025
Q4 		$9.78K Hold
33
– – 0.06% 141
2025
Q3 		$9.31K Hold
33
– – 0.02% 237
2025
Q2 		$9.73K Buy
+33
New +$8.5K 0.02% 208
2024
Q2 		– Sell
-1,000
Closed -$191K – 816
2024
Q1 		$191K Hold
1,000
– – 0.22% 103
2023
Q4 		$164K Sell
1,000
-17
-2% -$2.57K 0.2% 118
2023
Q3 		$143K Buy
+1,017
New +$145K 0.18% 122

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

LGT Financial Advisors's IBM Position: Q2 2026 in Review

LGT Financial Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 33 shares — an estimated $8K sold.

LGT Financial Advisors first reported a position in IBM in Q3 2023 and held it in 7 quarters. The position peaked at $191K in Q1 2024. 1,943 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LGT Financial Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 33 IBM shares in Q2 2026, an estimated $8K.
  • LGT Financial Advisors first reported a position in IBM in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's IBM position peaked at $191K in Q1 2024.
  • 1,943 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.