LAM
IBM icon

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
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

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

Lynch Asset Management's IBM Position: Q2 2026 in Review

Lynch Asset Management increased its IBM (IBM) stake by 3.9% in Q2 2026, buying an estimated $126K and bringing the position to 13,350 shares worth $3.75M. The position accounts for 1.03% of the portfolio, ranked #28.

Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lynch Asset Management held 13,350 shares of IBM worth $3.75M as of Q2 2026.
  • Lynch Asset Management bought 500 IBM shares in Q2 2026, an estimated $126K.
  • IBM made up 1.03% of Lynch Asset Management's portfolio in Q2 2026, its #28 holding.
  • Lynch Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Lynch Asset Management's IBM position peaked at $4.07M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.