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Lugano Financial Advisors SA (LFA)’s IBM IBM Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$25.5K Hold
105
– – 0.01% 183
2025
Q4 		$31.1K Buy
+105
New +$31.4K 0.02% 183
2019
Q2 		– Sell
-19
Closed -$2K – 162
2019
Q1 		$2K Buy
+19
New +$2.42K ﹤0.01% 137

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

Lugano Financial Advisors SA (LFA)'s IBM Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its IBM (IBM) position steady in Q1 2026 at 105 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #183.

Lugano Financial Advisors SA (LFA) first reported a position in IBM in Q1 2019 and has held it in 3 quarters since. The position peaked at $31.1K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 105 shares of IBM worth $25.5K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #183 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in IBM in Q1 2019 and has held it in 3 quarters since.
  • Lugano Financial Advisors SA (LFA)'s IBM position peaked at $31.1K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.