Lyell Wealth Management’s IBM IBM Stock Holding History

Lyell Wealth 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 Q1	$683K	Buy	2,819 +75	+3%	+$20.3K	0.05%	133
2025 Q4	$813K	Buy	2,744 +310	+13%	+$92.8K	0.06%	125
2025 Q3	$687K	Hold	2,434	–	–	0.05%	135
2025 Q2	$717K	Buy	2,434 +528	+28%	+$136K	0.06%	134
2025 Q1	$474K	Hold	1,906	–	–	0.04%	147
2024 Q4	$419K	Hold	1,906	–	–	0.04%	150
2024 Q3	$421K	Hold	1,906	–	–	0.04%	153
2024 Q2	$330K	Sell	1,906 -51	-3%	-$8.86K	0.03%	161
2024 Q1	$374K	Buy	1,957 +51	+3%	+$9.3K	0.04%	157
2023 Q4	$312K	Buy	+1,906	New	+$288K	0.04%	160

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

Lyell Wealth Management's IBM Position: Q1 2026 in Review

Lyell Wealth Management increased its IBM (IBM) stake by 2.7% in Q1 2026, buying an estimated $20.3K and bringing the position to 2,819 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #133.

Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $813K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Lyell Wealth Management held 2,819 shares of IBM worth $683K as of Q1 2026.
Lyell Wealth Management bought 75 IBM shares in Q1 2026, an estimated $20.3K.
IBM made up 0.05% of Lyell Wealth Management's portfolio in Q1 2026, its #133 holding.
Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Lyell Wealth Management's IBM position peaked at $813K in Q4 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.