LAM
Lynch Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Hold |
13,800
| – | – | 1.44% | 21 |
|
|
2025
Q1 | $3.43M | Sell |
13,800
-250
| -2% | -$62.2K | 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% | -$57.3K | 1.26% | 26 |
|
|
2023
Q4 | $2.35M | Hold |
14,350
| – | – | 1.35% | 26 |
|
|
2023
Q3 | $2.01M | Sell |
14,350
-2,200
| -13% | -$309K | 1.32% | 27 |
|
|
2023
Q2 | $2.21M | Hold |
16,550
| – | – | 1.42% | 26 |
|
|
2023
Q1 | $2.17M | Buy |
16,550
+3,000
| +22% | +$393K | 1.56% | 25 |
|
|
2022
Q4 | $1.91M | Sell |
13,550
-1,800
| -12% | -$254K | 1.64% | 24 |
|
|
2022
Q3 | $1.83M | Hold |
15,350
| – | – | 1.64% | 23 |
|
|
2022
Q2 | $2.17M | Buy |
15,350
+2,000
| +15% | +$282K | 1.77% | 23 |
|
|
2022
Q1 | $1.74M | Hold |
13,350
| – | – | 1.24% | 24 |
|
|
2021
Q4 | $1.78M | Buy |
+13,350
| New | +$1.78M | 1.24% | 25 |
|