IBM β€” INTERNATIONAL BUSINESS MACHS

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  Β·  5 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.48% (2023 Q4)
πŸ“Š Avg. % of fund
0.39%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

LOCKERMAN FINANCIAL GROUP, INC. Γ— IBM AI Analytics

πŸ“ˆ LOCKERMAN FINANCIAL GROUP, INC. outperformed the S&P 500 by +48.0% annually on this IBM position. Timing score: 67% (2/3 decisions correct). Average cost basis: $172.58. Maximum drawdown during holding period: –8.5%.

πŸ“ˆ Position Alpha vs SPY
+48.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 48.0% per year on this position.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$172.58
+61.7% vs current ($279.02)

Best entry: $164.89 (2024 Q2)  Β·  Worst: $180.27 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–8.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.27% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IBM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 769 -44 -5.4% 0.27% $217K $279.02
2025 Q2 REDUCED 813 -460 -36.1% 0.32% $240K $289.54
2024 Q2 ADDED 1,273 +6 +0.5% 0.40% $220K $164.89
2024 Q1 ADDED 1,267 +6 +0.5% 0.46% $242K $180.27
2023 Q4 INITIATED 1,261 β€” β€” 0.48% $206K β€”

🏒 Other funds also holding IBM

As of 2025 Q4 β€” sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%
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