LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA IBM INTERNATIONAL BUSINESS MACHINE

Ownership history in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA  ·  4 quarters on record

AI Ownership Summary

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported INTERNATIONAL BUSINESS MACHINE (IBM) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.63% in 2026 Q2. The latest visible filing shows IBM at 0.63% 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 LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's position in INTERNATIONAL BUSINESS MACHINE, 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
2026 Q2

IBM was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

How LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 3,406 +873 +34.5% 0.63% $958 2026-07-10 $287.56
2026 Q1 ADDED 2,533 +1,260 +99.0% 0.43% $614 2026-04-24 $230.29
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA and IBM

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

How long has LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported owning IBM?

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported IBM across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported IBM position in LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA's portfolio?

The largest reported portfolio weight for IBM was 0.63% in 2026 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q2, when LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA reported 3,406 shares, equal to 0.63% of portfolio, with an estimated market value of $958.

What does the chart on this IBM ownership page compare?

The chart compares LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA'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.

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