IBM INTL BUS MACHINES COMMON

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

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported INTL BUS MACHINES COMMON (IBM) in 104 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.8% in 2025 Q2. The latest visible filing shows IBM at 2.62% 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 LYNCH & ASSOCIATES/IN's position in INTL BUS MACHINES COMMON, 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 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.8% 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 Q3 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.

How LYNCH & ASSOCIATES/IN 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)
2025 Q4 REDUCED 46,791 -174 -0.4% 2.62% $13.9M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 46,965 -184 -0.4% 2.56% $13.3M 2025-10-07 $290.60
2025 Q2 REDUCED 47,149 -111 -0.2% 2.80% $13.9M 2025-07-15 $277.68
2025 Q1 REDUCED 47,260 -999 -2.1% 2.54% $11.8M 2025-04-17 $233.02
2024 Q4 ADDED 48,259 +278 +0.6% 2.30% $10.6M 2025-01-10 $213.00
2024 Q3 REDUCED 47,981 -879 -1.8% 2.24% $10.6M 2024-10-15 $224.04
2024 Q2 ADDED 48,860 +2,381 +5.1% 1.90% $8.5M 2024-08-06 $178.09
2024 Q1 REDUCED 46,479 -2,232 -4.6% 2.05% $8.9M 2024-04-09 $178.71
2023 Q4 ADDED 48,711 +986 +2.1% 1.94% $8.0M 2024-01-08 $150.74
2023 Q3 REDUCED 47,725 -170 -0.4% 1.77% $6.7M 2023-10-24 $127.45
94 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and IBM

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

How long has LYNCH & ASSOCIATES/IN reported owning IBM?

LYNCH & ASSOCIATES/IN reported IBM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBM position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for IBM was 2.80% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 46,791 shares, equal to 2.62% of portfolio, with an estimated market value of $13.9M.

What does the chart on this IBM ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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