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LVM Capital Management’s IBM IBM Stock Holding History

LVM Capital Management’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
Q2 		$3.2M Sell
11,395
-100
-0.9% -$25.2K 0.27% 50
2026
Q1 		$2.79M Sell
11,495
-25
-0.2% -$6.76K 0.26% 52
2025
Q4 		$3.41M Sell
11,520
-165
-1% -$49.4K 0.32% 50
2025
Q3 		$3.3M Sell
11,685
-15
-0.1% -$3.93K 0.32% 52
2025
Q2 		$3.45M Hold
11,700
– – 0.36% 52
2025
Q1 		$2.91M Sell
11,700
-282
-2% -$69K 0.32% 54
2024
Q4 		$2.63M Buy
11,982
+678
+6% +$151K 0.28% 53
2024
Q3 		$1.96M Hold
11,304
– – 0.22% 55
2024
Q2 		$1.96M Sell
11,304
-25
-0.2% -$4.34K 0.22% 55
2024
Q1 		$2.16M Buy
11,329
+135
+1% +$24.6K 0.26% 52
2023
Q4 		$1.83M Sell
11,194
-515
-4% -$77.8K 0.23% 55
2023
Q3 		$1.64M Sell
11,709
-1,825
-13% -$260K 0.23% 55
2023
Q2 		$1.81M Buy
13,534
+130
+1% +$16.8K 0.24% 53
2023
Q1 		$1.76M Buy
13,404
+1,462
+12% +$196K 0.24% 55
2022
Q4 		$1.68M Buy
11,942
+555
+5% +$76.6K 0.24% 56
2022
Q3 		$1.35M Buy
11,387
+5,770
+103% +$757K 0.21% 59
2022
Q2 		$793K Buy
5,617
+2,120
+61% +$286K 0.12% 72
2022
Q1 		$455K Buy
3,497
+741
+27% +$96.6K 0.06% 100
2021
Q4 		$368K Sell
2,756
-508
-16% -$63.7K 0.05% 96
2021
Q3 		$433K Buy
3,264
+428
+15% +$57.2K 0.07% 90
2021
Q2 		$397K Hold
2,836
– – 0.06% 93
2021
Q1 		$361K Buy
2,836
+419
+17% +$50.1K 0.06% 90
2020
Q4 		$291K Buy
2,417
+107
+5% +$12.4K 0.05% 99
2020
Q3 		$269K Hold
2,310
– – 0.05% 92
2020
Q2 		$267K Hold
2,310
– – 0.05% 93
2020
Q1 		$245K Sell
2,310
-14
-0.6% -$1.77K 0.06% 86
2019
Q4 		$298K Buy
2,324
+433
+23% +$56.3K 0.06% 91
2019
Q3 		$263K Hold
1,891
– – 0.06% 96
2019
Q2 		$249K Sell
1,891
-586
-24% -$77K 0.06% 95
2019
Q1 		$334K Sell
2,477
-94
-4% -$12K 0.08% 86
2018
Q4 		$279K Sell
2,571
-52
-2% -$6.24K 0.07% 89
2018
Q3 		$379K Buy
2,623
+209
+9% +$29.2K 0.09% 83
2018
Q2 		$322K Buy
2,414
+188
+8% +$26.2K 0.08% 88
2018
Q1 		$326K Sell
2,226
-627
-22% -$94.9K 0.08% 85
2017
Q4 		$419K Sell
2,853
-245
-8% -$35.6K 0.09% 77
2017
Q3 		$430K Hold
3,098
– – 0.1% 72
2017
Q2 		$456K Sell
3,098
-35
-1% -$5.28K 0.12% 67
2017
Q1 		$522K Hold
3,133
– – 0.13% 64
2016
Q4 		$497K Sell
3,133
-2,994
-49% -$456K 0.14% 64
2016
Q3 		$1.06M Buy
6,127
+2,952
+93% +$448K 0.34% 47
2016
Q2 		$461K Sell
3,175
-34
-1% -$4.87K 0.13% 65
2016
Q1 		$465K Sell
3,209
-1,083
-25% -$138K 0.15% 62
2015
Q4 		$565K Sell
4,292
-146
-3% -$19.6K 0.2% 55
2015
Q3 		$615K Hold
4,438
– – 0.22% 54
2015
Q2 		$690K Sell
4,438
-84
-2% -$13.5K 0.23% 51
2015
Q1 		$694K Sell
4,522
-298
-6% -$45.2K 0.23% 52
2014
Q4 		$739K Sell
4,820
-1,307
-21% -$208K 0.25% 51
2014
Q3 		$1.11M Hold
6,127
– – 0.37% 46
2014
Q2 		$1.06M Sell
6,127
-184
-3% -$33.1K 0.34% 47
2014
Q1 		$1.16M Buy
6,311
+1,046
+20% +$184K 0.41% 45
2013
Q4 		$944K Sell
5,265
-1,046
-17% -$180K 0.34% 49
2013
Q3 		$1.12M Hold
6,311
– – 0.42% 47
2013
Q2 		$1.15M Buy
+6,311
New +$1.23M 0.46% 45

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVM Capital Management's IBM Position: Q2 2026 in Review

LVM Capital Management reduced its IBM (IBM) stake by 0.87% in Q2 2026, selling an estimated $25.2K and leaving 11,395 shares worth $3.2M. The position accounts for 0.27% of the portfolio, ranked #50.

LVM Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.45M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LVM Capital Management held 11,395 shares of IBM worth $3.2M as of Q2 2026.
  • LVM Capital Management sold 100 IBM shares in Q2 2026, an estimated $25.2K.
  • IBM made up 0.27% of LVM Capital Management's portfolio in Q2 2026, its #50 holding.
  • LVM Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • LVM Capital Management's IBM position peaked at $3.45M in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.