LRI Investments’s IBM IBM Stock Holding History

LRI 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	$860K	Buy	3,057 +28	+0.9%	+$7.05K	0.07%	141
2026 Q1	$734K	Sell	3,029 -4	-0.1%	-$1.08K	0.07%	137
2025 Q4	$899K	Sell	3,033 -351	-10%	-$105K	0.07%	123
2025 Q3	$955K	Sell	3,384 -848	-20%	-$222K	0.08%	115
2025 Q2	$1.25M	Sell	4,232 -233	-5%	-$60K	0.11%	90
2025 Q1	$1.11M	Sell	4,465 -158	-3%	-$38.6K	0.11%	94
2024 Q4	$1.02M	Buy	4,623 +207	+5%	+$46.1K	0.1%	80
2024 Q3	$923K	Buy	4,416 +310	+8%	+$60.8K	0.09%	91
2024 Q2	$710K	Buy	4,106 +115	+3%	+$20K	0.08%	87
2024 Q1	$762K	Buy	+3,991	New	+$728K	0.19%	56

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's IBM Position: Q2 2026 in Review

LRI Investments increased its IBM (IBM) stake by 0.92% in Q2 2026, buying an estimated $7.05K and bringing the position to 3,057 shares worth $860K. The position accounts for 0.07% of the portfolio, ranked #141.

LRI Investments first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.25M in Q2 2025. 1,780 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LRI Investments held 3,057 shares of IBM worth $860K as of Q2 2026.
LRI Investments bought 28 IBM shares in Q2 2026, an estimated $7.05K.
IBM made up 0.07% of LRI Investments's portfolio in Q2 2026, its #141 holding.
LRI Investments first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
LRI Investments's IBM position peaked at $1.25M in Q2 2025.
1,780 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.