EDGAR LOMAX CO/VA IBM — INTERNATIONAL BUSINESS MACHINES Com

Ownership history in EDGAR LOMAX CO/VA  ·  69 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported INTERNATIONAL BUSINESS MACHINES Com (IBM) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.98% in 2024 Q3. The latest visible filing shows IBM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in INTERNATIONAL BUSINESS MACHINES Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.98% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page EDGAR LOMAX CO/VA fund profile EDGAR LOMAX CO/VA full holdings
How EDGAR LOMAX CO/VA held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.4% -17.7% ✅ 1,095 -178,682 -99.4% 0.02% $324K 2026-02-14 (Est.) $260.46
2025 Q3 REDUCED 22.6% +9.0% ❌ 179,777 -52,455 -22.6% 3.97% $50.7M 2025-11-12 $310.91
2025 Q2 REDUCED — — — 232,232 -3,735 -1.6% 4.33% $68.5M 2025-08-12 $230.46
2025 Q1 ADDED — — — 235,967 +12,690 +5.7% 3.67% $58.7M 2025-05-14 $251.39
2024 Q4 REDUCED 39.5% +13.9% ❌ 223,277 -145,475 -39.5% 3.16% $49.1M 2025-02-13 $251.06
2024 Q3 REDUCED — — — 368,752 -5,865 -1.6% 4.98% $81.5M 2024-11-14 $201.09
2024 Q2 REDUCED — — — 374,617 -6,525 -1.7% 4.20% $64.8M 2024-08-13 $182.33
2024 Q1 ADDED — — — 381,142 +131,824 +52.9% 4.50% $72.8M 2024-05-14 $158.39
2023 Q4 REDUCED — — — 249,318 -10,000 -3.9% 2.67% $40.8M 2024-02-09 $174.62
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2026 Q1 — sorted by position size

DB&C Advisors, LLC 5.64% Green Alpha Advisors, LLC 3Y 4.82% OSLO PENSJONSFORSIKRING AS 4.73% Cherry Creek Investment Advisors, Inc. 3Y 3.95% FIDELITY D & D BANCORP INC 3.88% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.87% C2C Wealth Management, LLC 3Y 3.84% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.66% Yoffe Investment Management, LLC 3.64% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.53%

FAQ About EDGAR LOMAX CO/VA and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has EDGAR LOMAX CO/VA reported owning IBM?

EDGAR LOMAX CO/VA reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for IBM was 4.98% in 2024 Q3.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 1,095 shares, equal to 0.02% of portfolio, with an estimated market value of $324K.

What does the chart on this IBM ownership page compare?

The chart compares EDGAR LOMAX CO/VA's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EDGAR LOMAX CO/VA time their IBM position?

Based on 13F filing dates vs. subsequent IBM price moves, EDGAR LOMAX CO/VA correctly timed 32 out of 67 reported position changes (48%).

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