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Luken Investment Analytics’s IBM IBM Stock Holding History

Luken Investment Analytics’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 		– Sell
-8
Closed -$2.37K – 279
2025
Q4 		$2.37K Buy
+8
New +$2.4K ﹤0.01% 234
2024
Q4 		– Sell
-8
Closed -$1.77K – 138
2024
Q3 		$1.77K Sell
8
-8
-50% -$1.57K ﹤0.01% 125
2024
Q2 		$2.77K Hold
16
– – ﹤0.01% 135
2024
Q1 		$3.06K Sell
16
-75
-82% -$13.7K ﹤0.01% 120
2023
Q4 		$14.9K Hold
91
– – 0.01% 107
2023
Q3 		$12.8K Sell
91
-59
-39% -$8.39K 0.01% 111
2023
Q2 		$20.1K Hold
150
– – 0.01% 95
2023
Q1 		$19.7K Hold
150
– – 0.01% 94
2022
Q4 		$21.1K Buy
+150
New +$20.7K 0.01% 93
2020
Q4 		$19K Buy
+157
New +$18.1K 0.01% 73

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Luken Investment Analytics's IBM Position: Q1 2026 in Review

Luken Investment Analytics sold out of IBM (IBM) in Q1 2026, closing a stake of 8 shares — an estimated $2.37K sold.

Luken Investment Analytics first reported a position in IBM in Q4 2020 and held it in 10 quarters. The position peaked at $21.1K in Q4 2022. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Luken Investment Analytics reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Luken Investment Analytics sold 8 IBM shares in Q1 2026, an estimated $2.37K.
  • Luken Investment Analytics first reported a position in IBM in Q4 2020 and held it in 10 quarters.
  • Luken Investment Analytics's IBM position peaked at $21.1K in Q4 2022.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.