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 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%	+$9.95K	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

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

Lincoln Capital's IBM Position: Q2 2026 in Review

Lincoln Capital increased its IBM (IBM) stake by 1.5% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,229 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #108.

Lincoln Capital first reported a position in IBM in Q4 2014 and has held it in 21 quarters since. The position peaked at $353K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lincoln Capital held 1,229 shares of IBM worth $346K as of Q2 2026.
Lincoln Capital bought 18 IBM shares in Q2 2026, an estimated $4.54K.
IBM made up 0.06% of Lincoln Capital's portfolio in Q2 2026, its #108 holding.
Lincoln Capital first reported a position in IBM in Q4 2014 and has held it in 21 quarters since.
Lincoln Capital's IBM position peaked at $353K in Q3 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.