IBM INTL BUS MACHINES COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  104 quarters on record

This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in INTL BUS MACHINES COMMON (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.25% (2001 Q2)
Avg. % of fund
3.24%
First filed
1999 Q4
Last filed
2025 Q4
Quarters held
104
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,791 -174 -0.4% 2.62% $13.9M $294.53
2025 Q3 REDUCED 46,965 -184 -0.4% 2.56% $13.3M $279.02
2025 Q2 REDUCED 47,149 -111 -0.2% 2.80% $13.9M $289.54
2025 Q1 REDUCED 47,260 -999 -2.1% 2.54% $11.8M $242.63
2024 Q4 ADDED 48,259 +278 +0.6% 2.30% $10.6M $213.08
2024 Q3 REDUCED 47,981 -879 -1.8% 2.24% $10.6M $212.61
2024 Q2 ADDED 48,860 +2,381 +5.1% 1.90% $8.5M $164.89
2024 Q1 REDUCED 46,479 -2,232 -4.6% 2.05% $8.9M $180.27
2023 Q4 ADDED 48,711 +986 +2.1% 1.94% $8.0M $153.00
2023 Q3 REDUCED 47,725 -170 -0.4% 1.77% $6.7M $129.77
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% of Fund (quarterly)    IBM price (monthly, adj. close)
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