Oliver Lagore Vanvalin Investment Group’s IBM IBM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$49.7K	Buy	+200	New	+$51.5K	0.02%	249
2024 Q4	$44K	Hold	200	–	–	0.01%	268
2024 Q3	$44.2K	Sell	200 -10	-5%	-$1.96K	0.01%	259
2024 Q2	$36.3K	Buy	+210	New	+$36.5K	0.01%	270
2024 Q1	–	Sell	-1	Closed	-$159	–	779
2023 Q4	$159	Sell	1 -108	-99%	-$16.3K	﹤0.01%	728
2023 Q3	$15.3K	Sell	109 -1	-0.9%	-$142	0.01%	376
2023 Q2	$14.7K	Hold	110	–	–	0.01%	405
2023 Q1	$14.4K	Hold	110	–	–	0.01%	334
2022 Q4	$15.5K	Hold	110	–	–	0.01%	306
2022 Q3	$13K	Hold	110	–	–	0.01%	302
2022 Q2	$16K	Hold	110	–	–	0.01%	282
2022 Q1	$14K	Buy	+110	New	+$14.3K	0.01%	297

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IBM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in IBM (IBM) in Q2 2025: 200 shares worth $49.7K. The stake represents 0.02% of the portfolio and ranks #249 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IBM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IBM in Q1 2022 and has held it in 12 quarters since. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 200 shares of IBM worth $49.7K as of Q2 2025.
IBM was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
IBM made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #249 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in IBM in Q1 2022 and has held it in 12 quarters since.
3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.