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Lodestar Private Asset Management’s IBM IBM Stock Holding History

Lodestar Private 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
2026
Q2 		$829K Sell
2,949
-6
-0.2% -$1.51K 0.07% 126
2026
Q1 		$716K Buy
2,955
+71
+2% +$19.2K 0.07% 128
2025
Q4 		$854K Sell
2,884
-160
-5% -$47.9K 0.09% 113
2025
Q3 		$859K Buy
3,044
+1,070
+54% +$280K 0.09% 109
2025
Q2 		$582K Buy
1,974
+2
+0.1% +$515 0.07% 131
2025
Q1 		$490K Sell
1,972
-181
-8% -$44.3K 0.06% 140
2024
Q4 		$473K Sell
2,153
-144
-6% -$32.1K 0.06% 143
2024
Q3 		$508K Sell
2,297
-3
-0.1% -$588 0.06% 137
2024
Q2 		$398K Buy
2,300
+138
+6% +$24K 0.05% 146
2024
Q1 		$413K Sell
2,162
-348
-14% -$63.5K 0.06% 145
2023
Q4 		$410K Buy
2,510
+4
+0.2% +$604 0.06% 139
2023
Q3 		$352K Sell
2,506
-121
-5% -$17.2K 0.06% 144
2023
Q2 		$351K Buy
2,627
+95
+4% +$12.3K 0.06% 150
2023
Q1 		$332K Buy
2,532
+68
+3% +$9.1K 0.06% 150
2022
Q4 		$347K Buy
+2,464
New +$340K 0.07% 146

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lodestar Private Asset Management's IBM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its IBM (IBM) stake by 0.2% in Q2 2026, selling an estimated $1.51K and leaving 2,949 shares worth $829K. The position accounts for 0.07% of the portfolio, ranked #126.

Lodestar Private Asset Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $859K in Q3 2025. 1,843 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lodestar Private Asset Management held 2,949 shares of IBM worth $829K as of Q2 2026.
  • Lodestar Private Asset Management sold 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.07% of Lodestar Private Asset Management's portfolio in Q2 2026, its #126 holding.
  • Lodestar Private Asset Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's IBM position peaked at $859K in Q3 2025.
  • 1,843 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.