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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Luts & Greenleigh Group's IBM Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $58.2K and leaving 8,819 shares worth $2.14M. The position accounts for 1.69% of the portfolio, ranked #9.

Luts & Greenleigh Group first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.68M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Luts & Greenleigh Group held 8,819 shares of IBM worth $2.14M as of Q1 2026.
Luts & Greenleigh Group sold 215 IBM shares in Q1 2026, an estimated $58.2K.
IBM made up 1.69% of Luts & Greenleigh Group's portfolio in Q1 2026, its #9 holding.
Luts & Greenleigh Group first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
Luts & Greenleigh Group's IBM position peaked at $2.68M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.