Lincoln Capital
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Lincoln Capital’s IBM IBM Stock Holding History

Lincoln Capital’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
Q3 		$269K Sell
1,222
-7
-0.6% -$1.66K 0.05% 123
2026
Q2 		$346K Buy
1,229
+18
+1% +$4.54K 0.06% 108
2026
Q1 		$294K Buy
1,211
+34
+3% +$9.2K 0.06% 114
2025
Q4 		$349K Sell
1,177
-48
-4% -$14.4K 0.06% 106
2025
Q3 		$353K Buy
1,225
+38
+3% +$9.9K 0.07% 103
2025
Q2 		$350K Sell
1,187
-125
-10% -$32.2K 0.07% 102
2025
Q1 		$316K Hold
1,312
– – 0.07% 98
2024
Q4 		$288K Hold
1,312
– – 0.06% 98
2024
Q3 		$290K Sell
1,312
-10
-0.8% -$1.96K 0.06% 96
2024
Q2 		$229K Buy
1,322
+10
+0.8% +$1.74K 0.05% 103
2024
Q1 		$251K Hold
1,312
– – 0.06% 103
2023
Q4 		$215K Buy
+1,312
New +$198K 0.05% 104
2023
Q1 		– Sell
-1,650
Closed -$233K – 106
2022
Q4 		$233K Buy
+1,650
New +$228K 0.07% 95
2018
Q4 		– Sell
-1,885
Closed -$272K – 70
2018
Q3 		$272K Sell
1,885
-26
-1% -$3.63K 0.13% 62
2018
Q2 		$264K Hold
1,911
– – 0.14% 62
2018
Q1 		$280K Buy
1,911
+94
+5% +$14.2K 0.15% 61
2017
Q4 		$266K Buy
1,817
+54
+3% +$7.85K 0.15% 61
2017
Q3 		$244K Hold
1,763
– – 0.15% 58
2017
Q2 		$259K Buy
+1,763
New +$266K 0.16% 57
2017
Q1 		– Sell
-1,314
Closed -$208K – 69
2016
Q4 		$208K Buy
+1,314
New +$200K 0.15% 64
2015
Q2 		– Sell
-1,308
Closed -$201K – 58
2015
Q1 		$201K Hold
1,308
– – 0.17% 56
2014
Q4 		$201K Buy
+1,308
New +$208K 0.17% 54

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lincoln Capital's IBM Position: Q3 2026 in Review

Lincoln Capital reduced its IBM (IBM) stake by 0.57% in Q3 2026, selling an estimated $1.66K and leaving 1,222 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #123.

Lincoln Capital first reported a position in IBM in Q4 2014 and has held it in 22 quarters since. The position peaked at $353K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Lincoln Capital held 1,222 shares of IBM worth $269K as of Q3 2026.
  • Lincoln Capital sold 7 IBM shares in Q3 2026, an estimated $1.66K.
  • IBM made up 0.05% of Lincoln Capital's portfolio in Q3 2026, its #123 holding.
  • Lincoln Capital first reported a position in IBM in Q4 2014 and has held it in 22 quarters since.
  • Lincoln Capital's IBM position peaked at $353K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.