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LVW Advisors’s IBM IBM Stock Holding History

LVW Advisors’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 		$679K Buy
2,416
+221
+10% +$55.7K 0.06% 178
2026
Q1 		$532K Buy
2,195
+81
+4% +$21.9K 0.05% 204
2025
Q4 		$626K Sell
2,114
-506
-19% -$152K 0.06% 157
2025
Q3 		$739K Sell
2,620
-631
-19% -$165K 0.08% 138
2025
Q2 		$958K Buy
3,251
+1,072
+49% +$276K 0.1% 114
2025
Q1 		$542K Buy
2,179
+307
+16% +$75.1K 0.06% 163
2024
Q4 		$412K Sell
1,872
-304
-14% -$67.7K 0.05% 211
2024
Q3 		$481K Buy
2,176
+437
+25% +$85.7K 0.06% 190
2024
Q2 		$301K Buy
1,739
+11
+0.6% +$1.91K 0.04% 233
2024
Q1 		$330K Buy
+1,728
New +$315K 0.06% 215
2016
Q2 		– Sell
-1,720
Closed -$249K – 141
2016
Q1 		$249K Sell
1,720
-55
-3% -$7.03K 0.08% 128
2015
Q4 		$234K Buy
1,775
+322
+22% +$43.3K 0.09% 128
2015
Q3 		$201K Buy
+1,453
New +$215K 0.09% 136
2015
Q2 		– Sell
-5,791
Closed -$889K – 151
2015
Q1 		$889K Buy
5,791
+417
+8% +$63.2K 0.42% 50
2014
Q4 		$824K Buy
+5,374
New +$855K 0.45% 46

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

LVW Advisors's IBM Position: Q2 2026 in Review

LVW Advisors increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $55.7K and bringing the position to 2,416 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #178.

LVW Advisors first reported a position in IBM in Q4 2014 and has held it in 15 quarters since. The position peaked at $958K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • LVW Advisors held 2,416 shares of IBM worth $679K as of Q2 2026.
  • LVW Advisors bought 221 IBM shares in Q2 2026, an estimated $55.7K.
  • IBM made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #178 holding.
  • LVW Advisors first reported a position in IBM in Q4 2014 and has held it in 15 quarters since.
  • LVW Advisors's IBM position peaked at $958K in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.