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 Q3	$2.93M	Sell	13,300 -50	-0.4%	-$11.9K	0.75%	31
2026 Q2	$3.75M	Buy	13,350 +500	+4%	+$126K	1.03%	28
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lynch Asset Management's IBM Position: Q3 2026 in Review

Lynch Asset Management reduced its IBM (IBM) stake by 0.37% in Q3 2026, selling an estimated $11.9K and leaving 13,300 shares worth $2.93M. The position accounts for 0.75% of the portfolio, ranked #31.

Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.07M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Lynch Asset Management held 13,300 shares of IBM worth $2.93M as of Q3 2026.
Lynch Asset Management sold 50 IBM shares in Q3 2026, an estimated $11.9K.
IBM made up 0.75% of Lynch Asset Management's portfolio in Q3 2026, its #31 holding.
Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
Lynch Asset Management's IBM position peaked at $4.07M in Q2 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Lynch Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.