Lumbard & Kellner’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Hold |
950
| – | – | 0.08% | 93 |
|
|
2025
Q4 | $281K | Hold |
950
| – | – | 0.1% | 92 |
|
|
2025
Q3 | $268K | Hold |
950
| – | – | 0.1% | 87 |
|
|
2025
Q2 | $280K | Hold |
950
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $236K | Hold |
950
| – | – | 0.1% | 75 |
|
|
2024
Q4 | $209K | Hold |
950
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $210K | Buy |
+950
| New | +$186K | 0.09% | 76 |
|
|
2021
Q4 | – | Sell |
-1,517
| Closed | -$201K | – | 103 |
|
|
2021
Q3 | $201K | Hold |
1,517
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $213K | Hold |
1,517
| – | – | 0.08% | 90 |
|
|
2021
Q1 | $206K | Buy |
+1,517
| New | +$182K | 0.07% | 94 |
|
|
2019
Q1 | – | Sell |
-27,523
| Closed | -$2.99M | – | 80 |
|
|
2018
Q4 | $2.99M | Sell |
27,523
-157
| -0.6% | -$18.8K | 1.81% | 21 |
|
|
2018
Q3 | $4M | Sell |
27,680
-126
| -0.5% | -$17.6K | 2.09% | 19 |
|
|
2018
Q2 | $3.71M | Buy |
27,806
+42
| +0.2% | +$5.86K | 2.17% | 18 |
|
|
2018
Q1 | $4.07M | Buy |
27,764
+649
| +2% | +$98.2K | 2.33% | 15 |
|
|
2017
Q4 | $3.98M | Sell |
27,115
-414
| -2% | -$60.2K | 2.04% | 20 |
|
|
2017
Q3 | $3.82M | Buy |
27,529
+445
| +2% | +$62K | 2.08% | 19 |
|
|
2017
Q2 | $3.98M | Sell |
27,084
-765
| -3% | -$115K | 2.28% | 16 |
|
|
2017
Q1 | $4.64M | Buy |
27,849
+827
| +3% | +$139K | 2.74% | 9 |
|
|
2016
Q4 | $4.29M | Buy |
27,022
+585
| +2% | +$89.1K | 2.79% | 10 |
|
|
2016
Q3 | $4.01M | Hold |
26,437
| – | – | 2.76% | 12 |
|
|
2016
Q2 | $3.84M | Sell |
26,437
-1,067
| -4% | -$153K | 2.82% | 13 |
|
|
2016
Q1 | $3.98M | Sell |
27,504
-62
| -0.2% | -$7.92K | 2.92% | 12 |
|
|
2015
Q4 | $3.63M | Buy |
27,566
+48
| +0.2% | +$6.45K | 2.67% | 13 |
|
|
2015
Q3 | $3.81M | Buy |
27,518
+491
| +2% | +$72.5K | 3.03% | 12 |
|
|
2015
Q2 | $4.2M | Buy |
27,027
+21
| +0.1% | +$3.38K | 3% | 10 |
|
|
2015
Q1 | $4.14M | Buy |
27,006
+230
| +0.9% | +$34.9K | 2.98% | 10 |
|
|
2014
Q4 | $4.11M | Buy |
26,776
+134
| +0.5% | +$21.3K | 2.9% | 9 |
|
|
2014
Q3 | $4.83M | Buy |
26,642
+618
| +2% | +$113K | 3.42% | 4 |
|
|
2014
Q2 | $4.51M | Buy |
26,024
+1,448
| +6% | +$261K | 3.22% | 6 |
|
|
2014
Q1 | $4.41M | Hold |
24,576
| – | – | 3.78% | 5 |
|
|
2013
Q4 | $4.41M | Buy |
+24,576
| New | +$4.24M | 3.78% | 5 |
|
Other funds holding IBM
VCM
VPM
Lumbard & Kellner's IBM Position: Q1 2026 in Review
Lumbard & Kellner held its IBM (IBM) position steady in Q1 2026 at 950 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #93.
Lumbard & Kellner first reported a position in IBM in Q4 2013 and has held it in 31 quarters since. The position peaked at $4.83M in Q3 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Lumbard & Kellner held 950 shares of IBM worth $230K as of Q1 2026.
- Lumbard & Kellner left its IBM share count unchanged in Q1 2026.
- IBM made up 0.08% of Lumbard & Kellner's portfolio in Q1 2026, its #93 holding.
- Lumbard & Kellner first reported a position in IBM in Q4 2013 and has held it in 31 quarters since.
- Lumbard & Kellner's IBM position peaked at $4.83M in Q3 2014.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Lumbard & Kellner's 13F filing for Q1 2026, filed 15 May 2026.