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 Q3	$673K	Sell	3,062 -57	-2%	-$13.5K	0.07%	91
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LVZ Inc's IBM Position: Q3 2026 in Review

LVZ Inc reduced its IBM (IBM) stake by 1.8% in Q3 2026, selling an estimated $13.5K and leaving 3,062 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #91.

LVZ Inc first reported a position in IBM in Q3 2022 and has held it in 17 quarters since. The position peaked at $897K in Q4 2025. 2,824 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

LVZ Inc held 3,062 shares of IBM worth $673K as of Q3 2026.
LVZ Inc sold 57 IBM shares in Q3 2026, an estimated $13.5K.
IBM made up 0.07% of LVZ Inc's portfolio in Q3 2026, its #91 holding.
LVZ Inc first reported a position in IBM in Q3 2022 and has held it in 17 quarters since.
LVZ Inc's IBM position peaked at $897K in Q4 2025.
2,824 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.