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LMCG Investments’s IBM IBM Stock Holding History

LMCG Investments’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 		$227K Buy
+806
New +$203K 0.01% 223
2015
Q3 		$3.24M Sell
23,397
-1,125
-5% -$166K 0.07% 336
2015
Q2 		$3.81M Sell
24,522
-149
-0.6% -$23.9K 0.08% 315
2015
Q1 		$3.79M Sell
24,671
-1,532
-6% -$232K 0.08% 327
2014
Q4 		$4.02M Sell
26,203
-210
-0.8% -$33.4K 0.09% 291
2014
Q3 		$4.79M Sell
26,413
-1,063
-4% -$194K 0.11% 276
2014
Q2 		$4.76M Sell
27,476
-4,735
-15% -$852K 0.1% 281
2014
Q1 		$5.93M Sell
32,211
-3,791
-11% -$667K 0.13% 257
2013
Q4 		$6.46M Sell
36,002
-6,185
-15% -$1.07M 0.14% 242
2013
Q3 		$7.47M Sell
42,187
-3,349
-7% -$609K 0.18% 212
2013
Q2 		$8.32M Buy
+45,536
New +$8.87M 0.22% 166

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMCG Investments's IBM Position: Q2 2026 in Review

LMCG Investments opened a new position in IBM (IBM) in Q2 2026: 806 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: LMCG Investments previously reported a position in IBM as recently as Q3 2015.

LMCG Investments first reported a position in IBM in Q2 2013 and has held it in 11 quarters since. The position peaked at $8.32M in Q2 2013. 1,004 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LMCG Investments held 806 shares of IBM worth $227K as of Q2 2026.
  • IBM was a new LMCG Investments position in Q2 2026.
  • IBM made up 0.01% of LMCG Investments's portfolio in Q2 2026, its #223 holding.
  • LMCG Investments first reported a position in IBM in Q2 2013 and has held it in 11 quarters since.
  • LMCG Investments's IBM position peaked at $8.32M in Q2 2013.
  • 1,004 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.