LVZ Inc’s IBM IBM Stock Holding History

LVZ Inc’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	$877K	Buy	3,119 +107	+4%	+$27K	0.09%	75
2026 Q1	$730K	Sell	3,012 -15	-0.5%	-$4.06K	0.08%	72
2025 Q4	$897K	Buy	3,027 +24	+0.8%	+$7.19K	0.1%	65
2025 Q3	$847K	Hold	3,003	–	–	0.1%	66
2025 Q2	$885K	Hold	3,003	–	–	0.11%	59
2025 Q1	$747K	Sell	3,003 -23	-0.8%	-$5.63K	0.1%	61
2024 Q4	$665K	Buy	3,026 +501	+20%	+$112K	0.09%	63
2024 Q3	$558K	Sell	2,525 -188	-7%	-$36.9K	0.07%	66
2024 Q2	$469K	Buy	2,713 +210	+8%	+$36.5K	0.06%	71
2024 Q1	$478K	Hold	2,503	–	–	0.07%	72
2023 Q4	$409K	Hold	2,503	–	–	0.06%	82
2023 Q3	$351K	Hold	2,503	–	–	0.06%	76
2023 Q2	$335K	Hold	2,503	–	–	0.05%	104
2023 Q1	$328K	Hold	2,503	–	–	0.05%	104
2022 Q4	$353K	Buy	2,503 +116	+5%	+$16K	0.06%	91
2022 Q3	$284K	Buy	+2,387	New	+$313K	0.05%	85

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

LVZ Inc's IBM Position: Q2 2026 in Review

LVZ Inc increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $27K and bringing the position to 3,119 shares worth $877K. The position accounts for 0.09% of the portfolio, ranked #75.

LVZ Inc first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. The position peaked at $897K in Q4 2025. 1,501 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LVZ Inc held 3,119 shares of IBM worth $877K as of Q2 2026.
LVZ Inc bought 107 IBM shares in Q2 2026, an estimated $27K.
IBM made up 0.09% of LVZ Inc's portfolio in Q2 2026, its #75 holding.
LVZ Inc first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
LVZ Inc's IBM position peaked at $897K in Q4 2025.
1,501 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.