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Lokken Investment Group’s IBM IBM Stock Holding History

Lokken Investment Group’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 		$647K Buy
2,294
+1
+0% +$262 0.22% 81
2025
Q2 		$676K Sell
2,293
-15
-0.6% -$3.87K 0.26% 75
2025
Q1 		$574K Sell
2,308
-53
-2% -$13K 0.24% 75
2024
Q4 		$519K Buy
2,361
+75
+3% +$16.7K 0.22% 81
2024
Q3 		$505K Buy
2,286
+11
+0.5% +$2.16K 0.21% 86
2024
Q2 		$394K Buy
2,275
+1
+0% +$174 0.19% 92
2024
Q1 		$434K Buy
2,274
+56
+3% +$10.2K 0.22% 91
2023
Q4 		$363K Buy
2,218
+1
+0% +$151 0.21% 91
2023
Q3 		$311K Buy
2,217
+2
+0.1% +$285 0.2% 95
2023
Q2 		$296K Sell
2,215
-148
-6% -$19.1K 0.19% 105
2023
Q1 		$310K Buy
2,363
+217
+10% +$29K 0.24% 96
2022
Q4 		$302K Hold
2,146
– – 0.24% 94
2022
Q3 		$255K Buy
2,146
+1
+0% +$131 0.22% 95
2022
Q2 		$303K Hold
2,145
– – 0.25% 89
2022
Q1 		$284K Sell
2,145
-37
-2% -$4.83K 0.23% 98
2021
Q4 		$292K Buy
+2,182
New +$274K 0.21% 103

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

Lokken Investment Group's IBM Position: Q3 2025 in Review

Lokken Investment Group increased its IBM (IBM) stake by 0.04% in Q3 2025, buying an estimated $262 and bringing the position to 2,294 shares worth $647K. The position accounts for 0.22% of the portfolio, ranked #81.

Lokken Investment Group first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $676K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Lokken Investment Group held 2,294 shares of IBM worth $647K as of Q3 2025.
  • Lokken Investment Group bought 1 IBM share in Q3 2025, an estimated $262.
  • IBM made up 0.22% of Lokken Investment Group's portfolio in Q3 2025, its #81 holding.
  • Lokken Investment Group first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
  • Lokken Investment Group's IBM position peaked at $676K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.