Lynx Investment Advisory’s IBM IBM Stock Holding History

Lynx Investment Advisory’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	$858K	Buy	3,050 +808	+36%	+$204K	0.28%	91
2026 Q1	$544K	Sell	2,242 -629	-22%	-$170K	0.26%	89
2025 Q4	$850K	Sell	2,871 -46	-2%	-$13.8K	0.46%	49
2025 Q3	$823K	Sell	2,917 -578	-17%	-$151K	0.49%	52
2025 Q2	$1.03M	Buy	3,495 +48	+1%	+$12.4K	0.67%	37
2025 Q1	$857K	Sell	3,447 -102	-3%	-$24.9K	0.57%	45
2024 Q4	$780K	Buy	3,549 +85	+2%	+$18.9K	0.53%	45
2024 Q3	$766K	Buy	3,464 +331	+11%	+$64.9K	0.55%	45
2024 Q2	$542K	Buy	+3,133	New	+$544K	0.4%	51

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lynx Investment Advisory's IBM Position: Q2 2026 in Review

Lynx Investment Advisory increased its IBM (IBM) stake by 36% in Q2 2026, buying an estimated $204K and bringing the position to 3,050 shares worth $858K. The position accounts for 0.28% of the portfolio, ranked #91.

Lynx Investment Advisory first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q2 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lynx Investment Advisory held 3,050 shares of IBM worth $858K as of Q2 2026.
Lynx Investment Advisory bought 808 IBM shares in Q2 2026, an estimated $204K.
IBM made up 0.28% of Lynx Investment Advisory's portfolio in Q2 2026, its #91 holding.
Lynx Investment Advisory first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Lynx Investment Advisory's IBM position peaked at $1.03M in Q2 2025.
1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.