LA
IBM icon

LM Advisors’s IBM IBM Stock Holding History

LM 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 		$387K Buy
1,377
+809
+142% +$204K 0.04% 174
2026
Q1 		$2.36K Sell
568
-33
-5% -$8.93K 0.04% 174
2025
Q4 		$2.03K Sell
601
-1,868
-76% -$559K 0.04% 181
2025
Q3 		$697K Hold
2,469
– – 0.1% 112
2025
Q2 		$728K Sell
2,469
-4,230
-63% -$1.09M 0.09% 103
2025
Q1 		$1.67M Sell
6,699
-1,659
-20% -$406K 0.3% 61
2024
Q4 		$1.84M Buy
8,358
+5,838
+232% +$1.3M 0.33% 57
2024
Q3 		$557K Hold
2,520
– – 0.11% 114
2024
Q2 		$436K Hold
2,520
– – 0.08% 138
2024
Q1 		$481K Sell
2,520
-200
-7% -$36.5K 0.08% 140
2023
Q4 		$445K Buy
+2,720
New +$411K 0.09% 125

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

LM Advisors's IBM Position: Q2 2026 in Review

LM Advisors increased its IBM (IBM) stake by 142% in Q2 2026, buying an estimated $204K and bringing the position to 1,377 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #174.

LM Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2024. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LM Advisors held 1,377 shares of IBM worth $387K as of Q2 2026.
  • LM Advisors bought 809 IBM shares in Q2 2026, an estimated $204K.
  • IBM made up 0.04% of LM Advisors's portfolio in Q2 2026, its #174 holding.
  • LM Advisors first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's IBM position peaked at $1.84M in Q4 2024.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.