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Lakeside Advisors’s IBM IBM Stock Holding History

Lakeside Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,880
Closed -$467K – 63
2025
Q1 		$467K Sell
1,880
-100
-5% -$24.5K 0.31% 42
2024
Q4 		$435K Hold
1,980
– – 0.29% 43
2024
Q3 		$438K Sell
1,980
-695
-26% -$136K 0.28% 45
2024
Q2 		$463K Hold
2,675
– – 0.3% 43
2024
Q1 		$511K Buy
2,675
+130
+5% +$23.7K 0.33% 41
2023
Q4 		$416K Hold
2,545
– – 0.29% 42
2023
Q3 		$357K Sell
2,545
-30
-1% -$4.27K 0.27% 45
2023
Q2 		$345K Hold
2,575
– – 0.25% 46
2023
Q1 		$338K Buy
2,575
+140
+6% +$18.7K 0.26% 47
2022
Q4 		$343K Hold
2,435
– – 0.28% 44
2022
Q3 		$289K Buy
2,435
+100
+4% +$13.1K 0.26% 44
2022
Q2 		$330K Hold
2,335
– – 0.28% 42
2022
Q1 		$304K Hold
2,335
– – 0.23% 46
2021
Q4 		$312K Buy
+2,335
New +$293K 0.23% 42

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lakeside Advisors's IBM Position: Q2 2025 in Review

Lakeside Advisors sold out of IBM (IBM) in Q2 2025, closing a stake of 1,880 shares — an estimated $467K sold.

Lakeside Advisors first reported a position in IBM in Q4 2021 and held it in 14 quarters. The position peaked at $511K in Q1 2024. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Lakeside Advisors reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Lakeside Advisors sold 1,880 IBM shares in Q2 2025, an estimated $467K.
  • Lakeside Advisors first reported a position in IBM in Q4 2021 and held it in 14 quarters.
  • Lakeside Advisors's IBM position peaked at $511K in Q1 2024.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Lakeside Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.