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Lockheed Martin Investment Management’s IBM IBM Stock Holding History

Lockheed Martin Investment 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
2026
Q1 		$11.7M Buy
48,100
+500
+1% +$135K 0.43% 46
2025
Q4 		$14.1M Buy
47,600
+9,300
+24% +$2.79M 0.47% 37
2025
Q3 		$10.8M Buy
38,300
+7,800
+26% +$2.04M 0.4% 50
2025
Q2 		$8.99M Buy
30,500
+16,500
+118% +$4.25M 0.33% 58
2025
Q1 		$3.48M Buy
+14,000
New +$3.42M 0.14% 87
2024
Q4 		– Sell
-14,500
Closed -$3.21M – 107
2024
Q3 		$3.21M Buy
14,500
+12,700
+706% +$2.49M 0.15% 77
2024
Q2 		$311K Buy
+1,800
New +$313K 0.02% 139
2018
Q2 		– Sell
-4,519
Closed -$663K – 109
2018
Q1 		$663K Hold
4,519
– – 0.03% 104
2017
Q4 		$663K Sell
4,519
-4,644
-51% -$675K 0.03% 113
2017
Q3 		$1.27M Buy
+9,163
New +$1.28M 0.07% 97
2017
Q2 		– Sell
-14,722
Closed -$2.45M – 134
2017
Q1 		$2.45M Buy
14,722
+2,819
+24% +$473K 0.14% 73
2016
Q4 		$1.89M Buy
11,903
+3,117
+35% +$475K 0.16% 68
2016
Q3 		$1.33M Buy
+8,786
New +$1.33M 0.12% 94
2015
Q4 		– Sell
-15,062
Closed -$2.09M – 96
2015
Q3 		$2.09M Buy
15,062
+5,857
+64% +$865K 0.23% 46
2015
Q2 		$1.43M Sell
9,205
-32,426
-78% -$5.21M 0.07% 78
2015
Q1 		$6.39M Buy
41,631
+33,263
+398% +$5.05M 0.31% 40
2014
Q4 		$1.28M Buy
8,368
+1,046
+14% +$166K 0.05% 84
2014
Q3 		$1.33M Hold
7,322
– – 0.06% 87
2014
Q2 		$1.27M Sell
7,322
-60,668
-89% -$10.9M 0.06% 95
2014
Q1 		$12.5M Buy
67,990
+53,660
+374% +$9.45M 0.64% 26
2013
Q4 		$2.57M Sell
14,330
-49,162
-77% -$8.48M 0.14% 74
2013
Q3 		$11.2M Buy
63,492
+60,354
+1,923% +$11M 0.64% 25
2013
Q2 		$573K Buy
+3,138
New +$611K 0.03% 41

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lockheed Martin Investment Management's IBM Position: Q1 2026 in Review

Lockheed Martin Investment Management increased its IBM (IBM) stake by 1.1% in Q1 2026, buying an estimated $135K and bringing the position to 48,100 shares worth $11.7M. The position accounts for 0.43% of the portfolio, ranked #46.

Lockheed Martin Investment Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since. The position peaked at $14.1M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Lockheed Martin Investment Management held 48,100 shares of IBM worth $11.7M as of Q1 2026.
  • Lockheed Martin Investment Management bought 500 IBM shares in Q1 2026, an estimated $135K.
  • IBM made up 0.43% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #46 holding.
  • Lockheed Martin Investment Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since.
  • Lockheed Martin Investment Management's IBM position peaked at $14.1M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.