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Lingohr Asset Management’s IBM IBM Stock Holding History

Lingohr Asset Management’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
2025
Q3 		$226K Hold
800
– – 0.39% 83
2025
Q2 		$236K Sell
800
-10,956
-93% -$2.82M 0.43% 75
2025
Q1 		$2.9M Buy
+11,756
New +$2.88M 0.73% 62
2020
Q3 		– Sell
-2,431
Closed -$286K – 111
2020
Q2 		$286K Hold
2,431
– – 1.16% 54
2020
Q1 		$258K Sell
2,431
-4,348
-64% -$550K 1.37% 42
2019
Q4 		$861K Hold
6,779
– – 0.83% 72
2019
Q3 		$942K Hold
6,779
– – 0.94% 30
2019
Q2 		$894K Sell
6,779
-1,778
-21% -$234K 0.88% 46
2019
Q1 		$1.15M Sell
8,557
-523
-6% -$66.7K 1.19% 5
2018
Q4 		$981K Hold
9,080
– – 1.05% 7
2018
Q3 		$1.31M Sell
9,080
-1,584
-15% -$221K 0.89% 31
2018
Q2 		$1.42M Sell
10,664
-812
-7% -$113K 0.89% 38
2018
Q1 		$1.68M Buy
11,476
+1,360
+13% +$206K 1.05% 30
2017
Q4 		$1.48M Buy
+10,116
New +$1.47M 0.78% 42
2016
Q3 		– Sell
-5,292
Closed -$768K – 88
2016
Q2 		$768K Sell
5,292
-3,925
-43% -$562K 0.77% 51
2016
Q1 		$1.34M Sell
9,217
-39,958
-81% -$5.1M 1.26% 14
2015
Q4 		$6.56M Sell
49,175
-627
-1% -$84.2K 3.31% 12
2015
Q3 		$6.9M Buy
49,802
+18,828
+61% +$2.78M 3.25% 10
2015
Q2 		$4.83M Buy
30,974
+6,590
+27% +$1.06M 2.81% 10
2015
Q1 		$3.79M Sell
24,384
-17,162
-41% -$2.6M 2.19% 17
2014
Q4 		$7.2M Sell
41,546
-26,072
-39% -$4.15M 1.79% 11
2014
Q3 		$12.3M Buy
67,618
+26,072
+63% +$4.75M 1.78% 11
2014
Q2 		$7.2M Sell
41,546
-2,005
-5% -$361K 1.79% 11
2014
Q1 		$8.01M Buy
+43,551
New +$7.67M 1.64% 16

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lingohr Asset Management's IBM Position: Q3 2025 in Review

Lingohr Asset Management held its IBM (IBM) position steady in Q3 2025 at 800 shares worth $226K. The position accounts for 0.39% of the portfolio, ranked #83.

Lingohr Asset Management first reported a position in IBM in Q1 2014 and has held it in 24 quarters since. The position peaked at $12.3M in Q3 2014. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Lingohr Asset Management held 800 shares of IBM worth $226K as of Q3 2025.
  • Lingohr Asset Management left its IBM share count unchanged in Q3 2025.
  • IBM made up 0.39% of Lingohr Asset Management's portfolio in Q3 2025, its #83 holding.
  • Lingohr Asset Management first reported a position in IBM in Q1 2014 and has held it in 24 quarters since.
  • Lingohr Asset Management's IBM position peaked at $12.3M in Q3 2014.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.