IBM — INTERNATIONAL BUSINESS MACHINE COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  105 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported INTERNATIONAL BUSINESS MACHINE COM (IBM) in 105 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows IBM at 0.26% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in INTERNATIONAL BUSINESS MACHINE 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
2026 Q1

IBM was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

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 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,495 -25 -0.2% 0.26% $2.8M 2026-05-15 (Est.) $230.76
2025 Q4 REDUCED 11,520 -165 -1.4% 0.32% $3.4M 2026-01-12 $310.41
2025 Q3 REDUCED 11,685 -15 -0.1% 0.32% $3.3M 2025-10-09 $285.02
2025 Q2 UNCHANGED 11,700 — 0% 0.36% $3.4M 2025-07-02 $282.54
2025 Q1 REDUCED 11,700 -282 -2.4% 0.32% $2.9M 2025-04-08 $215.67
2024 Q4 ADDED 11,982 +678 +6.0% 0.28% $2.6M 2025-01-10 $213.00
2024 Q3 UNCHANGED 11,304 — 0% 0.22% $2.0M 2024-10-03 $214.19
2024 Q2 REDUCED 11,304 -25 -0.2% 0.22% $2.0M 2024-07-16 $177.15
2024 Q1 ADDED 11,329 +135 +1.2% 0.26% $2.2M 2024-04-15 $171.10
2023 Q4 REDUCED 11,194 -515 -4.4% 0.23% $1.8M 2024-01-12 $155.10
95 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

Green Alpha Advisors, LLC 3Y 4.82% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.87% Atala Financial Inc 2.75% Sage Investment Advisers LLC 3Y 2.44% HALL LAURIE J TRUSTEE 3Y 7Y 2.26% Karras Company, Inc. 2.1% LYNCH & ASSOCIATES/IN 3Y 7Y 2.1% Exchange Bank 1.95% MFG WEALTH MANAGEMENT, INC. 1.69% RoundAngle Advisors LLC 1.68%

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and IBM

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning IBM?

LVM CAPITAL MANAGEMENT LTD/MI reported IBM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBM position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for IBM was 0.36% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 11,495 shares, equal to 0.26% of portfolio, with an estimated market value of $2.8M.

What does the chart on this IBM ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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