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LGT Group Foundation’s IBM IBM Stock Holding History

LGT Group Foundation’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 		$36M Buy
127,937
+13,445
+12% +$3.39M 0.41% 49
2026
Q1 		$27.8M Buy
114,492
+9,238
+9% +$2.5M 0.34% 56
2025
Q4 		$31.8M Buy
105,254
+920
+0.9% +$276K 0.35% 54
2025
Q3 		$29.9M Buy
104,334
+5,628
+6% +$1.47M 0.34% 58
2025
Q2 		$29.1M Buy
98,706
+3,440
+4% +$886K 0.36% 59
2025
Q1 		$23.7M Buy
95,266
+11,009
+13% +$2.69M 0.33% 64
2024
Q4 		$18.5M Sell
84,257
-32,597
-28% -$7.26M 0.29% 63
2024
Q3 		$25.7M Sell
116,854
-23,687
-17% -$4.64M 0.42% 49
2024
Q2 		$24.3M Buy
140,541
+5,321
+4% +$925K 0.38% 51
2024
Q1 		$25.8M Buy
135,220
+3,966
+3% +$724K 0.61% 40
2023
Q4 		$21.5M Buy
131,254
+7,145
+6% +$1.08M 0.47% 51
2023
Q3 		$17.5M Buy
124,109
+3,676
+3% +$523K 0.43% 59
2023
Q2 		$16.1M Sell
120,433
-13,187
-10% -$1.7M 0.39% 64
2023
Q1 		$17.5M Buy
133,620
+9,324
+8% +$1.25M 0.5% 49
2022
Q4 		$17.5M Buy
124,296
+970
+0.8% +$134K 0.55% 44
2022
Q3 		$14.7M Buy
123,326
+58,356
+90% +$7.66M 0.57% 45
2022
Q2 		$9.17M Buy
64,970
+22,025
+51% +$2.97M 0.28% 88
2022
Q1 		$5.59M Buy
42,945
+5,744
+15% +$749K 0.13% 132
2021
Q4 		$4.97M Buy
+37,201
New +$4.67M 0.13% 124

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LGT Group Foundation's IBM Position: Q2 2026 in Review

LGT Group Foundation increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $3.39M and bringing the position to 127,937 shares worth $36M. The position accounts for 0.41% of the portfolio, ranked #49.

LGT Group Foundation first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LGT Group Foundation held 127,937 shares of IBM worth $36M as of Q2 2026.
  • LGT Group Foundation bought 13,445 IBM shares in Q2 2026, an estimated $3.39M.
  • IBM made up 0.41% of LGT Group Foundation's portfolio in Q2 2026, its #49 holding.
  • LGT Group Foundation first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.