Lynch Asset Management’s IBM IBM Stock Holding History

Lynch Asset 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	$3.11M	Hold	12,850	–	–	1.04%	28
2025 Q4	$3.81M	Sell	12,850 -150	-1%	-$44.9K	1.2%	25
2025 Q3	$3.67M	Sell	13,000 -800	-6%	-$209K	1.17%	25
2025 Q2	$4.07M	Hold	13,800	–	–	1.44%	21
2025 Q1	$3.43M	Sell	13,800 -250	-2%	-$61.2K	1.54%	22
2024 Q4	$3.09M	Hold	14,050	–	–	1.25%	24
2024 Q3	$3.11M	Hold	14,050	–	–	1.31%	26
2024 Q2	$2.43M	Hold	14,050	–	–	1.04%	27
2024 Q1	$2.68M	Sell	14,050 -300	-2%	-$54.7K	1.26%	26
2023 Q4	$2.35M	Hold	14,350	–	–	1.35%	26
2023 Q3	$2.01M	Sell	14,350 -2,200	-13%	-$313K	1.32%	27
2023 Q2	$2.21M	Hold	16,550	–	–	1.42%	26
2023 Q1	$2.17M	Buy	16,550 +3,000	+22%	+$401K	1.56%	25
2022 Q4	$1.91M	Sell	13,550 -1,800	-12%	-$248K	1.64%	24
2022 Q3	$1.82M	Hold	15,350	–	–	1.64%	23
2022 Q2	$2.17M	Buy	15,350 +2,000	+15%	+$270K	1.77%	23
2022 Q1	$1.74M	Hold	13,350	–	–	1.24%	24
2021 Q4	$1.78M	Buy	+13,350	New	+$1.67M	1.24%	25

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

Lynch Asset Management's IBM Position: Q1 2026 in Review

Lynch Asset Management held its IBM (IBM) position steady in Q1 2026 at 12,850 shares worth $3.11M. The position accounts for 1.04% of the portfolio, ranked #28.

Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.07M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Lynch Asset Management held 12,850 shares of IBM worth $3.11M as of Q1 2026.
Lynch Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 1.04% of Lynch Asset Management's portfolio in Q1 2026, its #28 holding.
Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Lynch Asset Management's IBM position peaked at $4.07M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.