LRI Investments’s IBM IBM Stock Holding History

LRI Investments’s Portfolio IBM Stock Details IBM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$734K	Sell
2025 Q4	$899K	Sell
2025 Q3	$955K	Sell
2025 Q2	$1.25M	Sell
2025 Q1	$1.11M	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$923K	Buy
2024 Q2	$710K	Buy
2024 Q1	$762K	Buy