LSV Asset Management
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LSV Asset Management’s IBM IBM Stock Holding History

LSV 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 		$654K Sell
2,700
-19,280
-88% -$5.22M ﹤0.01% 672
2025
Q4 		$6.51M Sell
21,980
-201,390
-90% -$60.3M 0.01% 442
2025
Q3 		$63M Sell
223,370
-58,874
-21% -$15.4M 0.14% 187
2025
Q2 		$83.2M Sell
282,244
-407,706
-59% -$105M 0.19% 155
2025
Q1 		$172M Sell
689,950
-540,634
-44% -$132M 0.41% 81
2024
Q4 		$271M Sell
1,230,584
-260,410
-17% -$58M 0.62% 43
2024
Q3 		$330M Sell
1,490,994
-223,863
-13% -$43.9M 0.71% 35
2024
Q2 		$297M Sell
1,714,857
-73,190
-4% -$12.7M 0.65% 39
2024
Q1 		$341M Buy
1,788,047
+81,887
+5% +$14.9M 0.71% 34
2023
Q4 		$279M Buy
1,706,160
+127,700
+8% +$19.3M 0.61% 43
2023
Q3 		$221M Sell
1,578,460
-301,388
-16% -$42.9M 0.52% 58
2023
Q2 		$252M Sell
1,879,848
-62,040
-3% -$8.01M 0.55% 51
2023
Q1 		$255M Sell
1,941,888
-305,480
-14% -$40.9M 0.57% 48
2022
Q4 		$317M Sell
2,247,368
-1,256,381
-36% -$173M 0.7% 29
2022
Q3 		$416M Buy
3,503,749
+33,300
+1% +$4.37M 0.98% 14
2022
Q2 		$490M Sell
3,470,449
-206,344
-6% -$27.9M 1.06% 13
2022
Q1 		$478M Buy
3,676,793
+461,785
+14% +$60.2M 0.88% 17
2021
Q4 		$430M Sell
3,215,008
-141,934
-4% -$17.8M 0.76% 26
2021
Q3 		$446M Buy
3,356,942
+55,772
+2% +$7.46M 0.81% 21
2021
Q2 		$463M Buy
3,301,170
+75,396
+2% +$10.3M 0.79% 25
2021
Q1 		$411M Sell
3,225,774
-231,127
-7% -$27.7M 0.7% 31
2020
Q4 		$416M Buy
3,456,901
+7,184
+0.2% +$830K 0.76% 26
2020
Q3 		$401M Buy
3,449,717
+155,525
+5% +$18.3M 0.82% 25
2020
Q2 		$380M Buy
3,294,192
+34,336
+1% +$3.99M 0.79% 27
2020
Q1 		$346M Buy
3,259,856
+120,531
+4% +$15.2M 0.84% 25
2019
Q4 		$402M Sell
3,139,325
-84,548
-3% -$11M 0.63% 38
2019
Q3 		$448M Sell
3,223,873
-215,853
-6% -$29.1M 0.74% 28
2019
Q2 		$453M Sell
3,439,726
-181,618
-5% -$23.9M 0.73% 26
2019
Q1 		$489M Sell
3,621,344
-28,451
-0.8% -$3.63M 0.78% 25
2018
Q4 		$397M Sell
3,649,795
-127,712
-3% -$15.3M 0.7% 28
2018
Q3 		$546M Buy
3,777,507
+704,407
+23% +$98.4M 0.82% 22
2018
Q2 		$410M Buy
3,073,100
+137,427
+5% +$19.2M 0.64% 39
2018
Q1 		$431M Buy
2,935,673
+154,646
+6% +$23.4M 0.68% 36
2017
Q4 		$408M Buy
2,781,027
+85,204
+3% +$12.4M 0.64% 42
2017
Q3 		$374M Buy
2,695,823
+47
+0% +$6.55K 0.62% 43
2017
Q2 		$396M Sell
2,695,776
-1,235
-0% -$186K 0.71% 26
2017
Q1 		$449M Buy
2,697,011
+61,746
+2% +$10.4M 0.82% 20
2016
Q4 		$418M Buy
2,635,265
+185,951
+8% +$28.3M 0.77% 24
2016
Q3 		$372M Buy
2,449,314
+91,337
+4% +$13.9M 0.73% 28
2016
Q2 		$342M Buy
2,357,977
+160,717
+7% +$23M 0.7% 33
2016
Q1 		$318M Buy
2,197,260
+165,728
+8% +$21.2M 0.67% 40
2015
Q4 		$267M Buy
2,031,532
+18,243
+0.9% +$2.45M 0.58% 48
2015
Q3 		$279M Buy
2,013,289
+476,903
+31% +$70.4M 0.63% 45
2015
Q2 		$239M Buy
1,536,386
+698,258
+83% +$112M 0.5% 68
2015
Q1 		$129M Buy
838,128
+178,133
+27% +$27M 0.27% 118
2014
Q4 		$101M Buy
659,995
+112,132
+20% +$17.8M 0.21% 124
2014
Q3 		$99.4M Buy
547,863
+207,369
+61% +$37.8M 0.22% 121
2014
Q2 		$59M Buy
340,494
+193,426
+132% +$34.8M 0.13% 144
2014
Q1 		$27.1M Buy
147,068
+65,898
+81% +$11.6M 0.06% 216
2013
Q4 		$14.6M Buy
81,170
+8,640
+12% +$1.49M 0.03% 299
2013
Q3 		$12.8M Buy
72,530
+3,494
+5% +$635K 0.03% 305
2013
Q2 		$12.6M Buy
+69,036
New +$13.4M 0.03% 301

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

LSV Asset Management reduced its IBM (IBM) stake by 88% in Q1 2026, selling an estimated $5.22M and leaving 2,700 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

LSV Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $546M in Q3 2018. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • LSV Asset Management held 2,700 shares of IBM worth $654K as of Q1 2026.
  • LSV Asset Management sold 19,280 IBM shares in Q1 2026, an estimated $5.22M.
  • IBM made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #672 holding.
  • LSV Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • LSV Asset Management's IBM position peaked at $546M in Q3 2018.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.