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Lynch & Associates’s IBM IBM Stock Holding History

Lynch & Associates’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 		$12.8M Sell
45,647
-528
-1% -$133K 2.24% 11
2026
Q1 		$11.2M Sell
46,175
-616
-1% -$167K 2.1% 13
2025
Q4 		$13.9M Sell
46,791
-174
-0.4% -$52.1K 2.62% 9
2025
Q3 		$13.3M Sell
46,965
-184
-0.4% -$48.2K 2.56% 10
2025
Q2 		$13.9M Sell
47,149
-111
-0.2% -$28.6K 2.8% 7
2025
Q1 		$11.8M Sell
47,260
-999
-2% -$244K 2.54% 10
2024
Q4 		$10.6M Buy
48,259
+278
+0.6% +$61.9K 2.3% 11
2024
Q3 		$10.6M Sell
47,981
-879
-2% -$172K 2.24% 11
2024
Q2 		$8.45M Buy
48,860
+2,381
+5% +$414K 1.9% 13
2024
Q1 		$8.88M Sell
46,479
-2,232
-5% -$407K 2.05% 13
2023
Q4 		$7.97M Buy
48,711
+986
+2% +$149K 1.94% 15
2023
Q3 		$6.7M Sell
47,725
-170
-0.4% -$24.2K 1.77% 18
2023
Q2 		$6.41M Buy
47,895
+222
+0.5% +$28.6K 1.64% 20
2023
Q1 		$6.25M Sell
47,673
-557
-1% -$74.5K 1.64% 21
2022
Q4 		$6.8M Buy
48,230
+1,104
+2% +$152K 1.78% 20
2022
Q3 		$5.6M Sell
47,126
-1,330
-3% -$175K 1.64% 21
2022
Q2 		$6.84M Buy
48,456
+2,794
+6% +$377K 1.86% 19
2022
Q1 		$5.94M Buy
45,662
+274
+0.6% +$35.7K 1.44% 23
2021
Q4 		$6.07M Sell
45,388
-6,622
-13% -$831K 1.43% 22
2021
Q3 		$6.91M Sell
52,010
-813
-2% -$109K 1.79% 18
2021
Q2 		$7.4M Buy
52,823
+2,847
+6% +$389K 1.9% 17
2021
Q1 		$6.37M Sell
49,976
-1,356
-3% -$162K 1.72% 20
2020
Q4 		$6.18M Sell
51,332
-113
-0.2% -$13.1K 1.68% 18
2020
Q3 		$5.98M Buy
51,445
+201
+0.4% +$23.7K 1.79% 15
2020
Q2 		$5.92M Buy
51,244
+1,626
+3% +$189K 1.91% 15
2020
Q1 		$5.26M Buy
49,618
+2,353
+5% +$298K 1.93% 16
2019
Q4 		$6.06M Sell
47,265
-2,128
-4% -$277K 1.74% 22
2019
Q3 		$6.87M Buy
49,393
+1,440
+3% +$194K 2.1% 14
2019
Q2 		$6.32M Buy
47,953
+1,067
+2% +$140K 2.05% 16
2019
Q1 		$6.33M Buy
46,886
+2,607
+6% +$332K 2.1% 16
2018
Q4 		$4.81M Buy
44,279
+928
+2% +$111K 1.8% 20
2018
Q3 		$6.27M Sell
43,351
-311
-0.7% -$43.5K 2.12% 16
2018
Q2 		$5.83M Sell
43,662
-339
-0.8% -$47.3K 2.11% 16
2018
Q1 		$6.45M Buy
44,001
+2,883
+7% +$436K 2.47% 11
2017
Q4 		$6.03M Buy
41,118
+4,498
+12% +$654K 2.26% 14
2017
Q3 		$5.08M Sell
36,620
-1,987
-5% -$277K 2.02% 15
2017
Q2 		$5.68M Sell
38,607
-221
-0.6% -$33.3K 2.24% 13
2017
Q1 		$6.46M Buy
38,828
+965
+3% +$162K 2.64% 10
2016
Q4 		$6.01M Buy
37,863
+2,175
+6% +$331K 2.53% 10
2016
Q3 		$5.42M Sell
35,688
-712
-2% -$108K 2.38% 11
2016
Q2 		$5.28M Buy
36,400
+2,433
+7% +$348K 2.36% 11
2016
Q1 		$4.92M Buy
33,967
+5,069
+18% +$647K 2.34% 9
2015
Q4 		$3.8M Sell
28,898
-1,271
-4% -$171K 1.95% 14
2015
Q3 		$4.18M Buy
30,169
+984
+3% +$145K 2.32% 11
2015
Q2 		$4.54M Buy
29,185
+2,656
+10% +$427K 2.37% 12
2015
Q1 		$4.07M Buy
26,529
+1,256
+5% +$191K 2.14% 13
2014
Q4 		$3.88M Sell
25,273
-1,742
-6% -$277K 2.09% 13
2014
Q3 		$4.9M Sell
27,015
-141
-0.5% -$25.7K 2.75% 8
2014
Q2 		$4.71M Sell
27,156
-445
-2% -$80.1K 2.69% 8
2014
Q1 		$5.08M Sell
27,601
-183
-0.7% -$32.2K 3% 6
2013
Q4 		$4.98M Sell
27,784
-1,773
-6% -$306K 2.98% 5
2013
Q3 		$5.23M Sell
29,557
-219
-0.7% -$39.8K 3.49% 5
2013
Q2 		$5.44M Buy
+29,776
New +$5.8M 3.76% 4

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Lynch & Associates's IBM Position: Q2 2026 in Review

Lynch & Associates reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $133K and leaving 45,647 shares worth $12.8M. The position accounts for 2.24% of the portfolio, ranked #11.

Lynch & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lynch & Associates held 45,647 shares of IBM worth $12.8M as of Q2 2026.
  • Lynch & Associates sold 528 IBM shares in Q2 2026, an estimated $133K.
  • IBM made up 2.24% of Lynch & Associates's portfolio in Q2 2026, its #11 holding.
  • Lynch & Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's IBM position peaked at $13.9M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.