Luts & Greenleigh Group
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Luts & Greenleigh Group’s IBM IBM Stock Holding History

Luts & Greenleigh Group’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
Q3 		$1.97M Sell
8,956
-232
-3% -$55.1K 1.44% 12
2026
Q2 		$2.58M Buy
9,188
+369
+4% +$93K 1.95% 9
2026
Q1 		$2.14M Sell
8,819
-215
-2% -$58.2K 1.69% 9
2025
Q4 		$2.68M Buy
9,034
+7,738
+597% +$2.32M 2.27% 7
2025
Q3 		$366K Buy
1,296
+59
+5% +$15.4K 0.33% 55
2025
Q2 		$365K Sell
1,237
-80
-6% -$20.6K 0.35% 53
2025
Q1 		$328K Buy
1,317
+42
+3% +$10.3K 0.33% 55
2024
Q4 		$280K Sell
1,275
-23
-2% -$5.12K 0.28% 65
2024
Q3 		$287K Buy
1,298
+133
+11% +$26.1K 0.28% 61
2024
Q2 		$202K Buy
+1,165
New +$202K 0.21% 77
2023
Q4 		$201K Buy
+1,227
New +$185K 0.25% 62

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Luts & Greenleigh Group's IBM Position: Q3 2026 in Review

Luts & Greenleigh Group reduced its IBM (IBM) stake by 2.5% in Q3 2026, selling an estimated $55.1K and leaving 8,956 shares worth $1.97M. The position accounts for 1.44% of the portfolio, ranked #12.

Luts & Greenleigh Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Luts & Greenleigh Group held 8,956 shares of IBM worth $1.97M as of Q3 2026.
  • Luts & Greenleigh Group sold 232 IBM shares in Q3 2026, an estimated $55.1K.
  • IBM made up 1.44% of Luts & Greenleigh Group's portfolio in Q3 2026, its #12 holding.
  • Luts & Greenleigh Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Luts & Greenleigh Group's IBM position peaked at $2.68M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Luts & Greenleigh Group's 13F filing for Q3 2026, filed 5 Nov 2026.