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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
Q2 		$1.24M Buy
4,404
+1,585
+56% +$399K 0.08% 121
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lyell Wealth Management's IBM Position: Q2 2026 in Review

Lyell Wealth Management increased its IBM (IBM) stake by 56% in Q2 2026, buying an estimated $399K and bringing the position to 4,404 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #121.

Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lyell Wealth Management held 4,404 shares of IBM worth $1.24M as of Q2 2026.
  • Lyell Wealth Management bought 1,585 IBM shares in Q2 2026, an estimated $399K.
  • IBM made up 0.08% of Lyell Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Lyell Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.