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Moody Lynn & Lieberson’s IBM IBM Stock Holding History

Moody Lynn & Lieberson’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 		$685K Sell
2,435
-73
-3% -$18.4K 0.04% 147
2026
Q1 		$608K Sell
2,508
-10
-0.4% -$2.71K 0.03% 161
2025
Q4 		$746K Buy
2,518
+1
+0% +$299 0.04% 138
2025
Q3 		$710K Sell
2,517
-11,909
-83% -$3.12M 0.04% 146
2025
Q2 		$4.25M Buy
14,426
+45
+0.3% +$11.6K 0.25% 63
2025
Q1 		$3.58M Buy
14,381
+233
+2% +$57K 0.23% 62
2024
Q4 		$3.11M Buy
14,148
+405
+3% +$90.2K 0.19% 69
2024
Q3 		$3.04M Buy
13,743
+11,407
+488% +$2.24M 0.19% 74
2024
Q2 		$404K Sell
2,336
-21,521
-90% -$3.74M 0.03% 182
2024
Q1 		$4.56M Buy
23,857
+7,187
+43% +$1.31M 0.31% 55
2023
Q4 		$2.73M Buy
16,670
+14,898
+841% +$2.25M 0.21% 77
2023
Q3 		$249K Sell
1,772
-24
-1% -$3.42K 0.02% 186
2023
Q2 		$240K Hold
1,796
– – 0.02% 204
2023
Q1 		$235K Hold
1,796
– – 0.02% 204
2022
Q4 		$253K Hold
1,796
– – 0.02% 205
2022
Q3 		$213K Sell
1,796
-106
-6% -$13.9K 0.02% 206
2022
Q2 		$269K Hold
1,902
– – 0.02% 195
2022
Q1 		$247K Buy
+1,902
New +$248K 0.02% 205
2016
Q2 		– Sell
-83,863
Closed -$12.1M – 158
2016
Q1 		$12.1M Buy
+83,863
New +$10.7M 1.91% 12
2014
Q4 		– Sell
-1,268
Closed -$230K – 197
2014
Q3 		$230K Buy
1,268
+37
+3% +$6.74K 0.03% 172
2014
Q2 		$213K Sell
1,231
-39
-3% -$7.02K 0.03% 189
2014
Q1 		$234K Sell
1,270
-10
-0.8% -$1.76K 0.03% 179
2013
Q4 		$230K Sell
1,280
-53
-4% -$9.14K 0.03% 180
2013
Q3 		$236K Buy
+1,333
New +$242K 0.04% 165

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Moody Lynn & Lieberson's IBM Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its IBM (IBM) stake by 2.9% in Q2 2026, selling an estimated $18.4K and leaving 2,435 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #147.

Moody Lynn & Lieberson first reported a position in IBM in Q3 2013 and has held it in 24 quarters since. The position peaked at $12.1M in Q1 2016. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moody Lynn & Lieberson held 2,435 shares of IBM worth $685K as of Q2 2026.
  • Moody Lynn & Lieberson sold 73 IBM shares in Q2 2026, an estimated $18.4K.
  • IBM made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #147 holding.
  • Moody Lynn & Lieberson first reported a position in IBM in Q3 2013 and has held it in 24 quarters since.
  • Moody Lynn & Lieberson's IBM position peaked at $12.1M in Q1 2016.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.