Lountzis Asset Management’s IBM IBM Stock Holding History

Lountzis 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 Q1	$364K	Hold	1,500	–	–	0.13%	41
2025 Q4	$444K	Hold	1,500	–	–	0.16%	41
2025 Q3	$423K	Hold	1,500	–	–	0.14%	42
2025 Q2	$442K	Hold	1,500	–	–	0.16%	40
2025 Q1	$354K	Hold	1,500	–	–	0.13%	42
2024 Q4	$330K	Hold	1,500	–	–	0.14%	41
2024 Q3	$332K	Hold	1,500	–	–	0.14%	43
2024 Q2	$259K	Hold	1,500	–	–	0.12%	42
2024 Q1	$286K	Hold	1,500	–	–	0.14%	41
2023 Q4	$245K	Hold	1,500	–	–	0.13%	42
2023 Q3	$210K	Hold	1,500	–	–	0.12%	44
2023 Q2	$215K	Buy	+1,500	New	+$194K	0.12%	44
2023 Q1	–	Sell	-1,500	Closed	-$204K	–	49
2022 Q4	$204K	Buy	+1,500	New	+$207K	0.12%	30
2022 Q3	–	Sell	-1,500	Closed	-$211K	–	32
2022 Q2	$211K	Buy	+1,500	New	+$202K	0.14%	31
2022 Q1	–	Sell	-1,500	Closed	-$200K	–	33
2021 Q4	$200K	Sell	1,500 -69	-4%	-$8.65K	0.11%	32
2021 Q3	$208K	Hold	1,569	–	–	0.13%	30
2021 Q2	$219K	Hold	1,569	–	–	0.13%	30
2021 Q1	$200K	Hold	1,569	–	–	0.13%	32
2020 Q4	$189K	Hold	1,569	–	–	0.14%	33
2020 Q3	$183K	Hold	1,569	–	–	0.16%	30
2020 Q2	$181K	Buy	+1,569	New	+$182K	0.17%	28

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lountzis Asset Management's IBM Position: Q1 2026 in Review

Lountzis Asset Management held its IBM (IBM) position steady in Q1 2026 at 1,500 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #41.

Lountzis Asset Management first reported a position in IBM in Q2 2020 and has held it in 21 quarters since. The position peaked at $444K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Lountzis Asset Management held 1,500 shares of IBM worth $364K as of Q1 2026.
Lountzis Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 0.13% of Lountzis Asset Management's portfolio in Q1 2026, its #41 holding.
Lountzis Asset Management first reported a position in IBM in Q2 2020 and has held it in 21 quarters since.
Lountzis Asset Management's IBM position peaked at $444K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.