Lantern Wealth Advisors’s IBM IBM Stock Holding History

Lantern Wealth 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
2026 Q2	$513K	Sell	1,825 -301	-14%	-$75.8K	0.24%	103
2026 Q1	$515K	Buy	2,126 +242	+13%	+$65.5K	0.26%	94
2025 Q4	$558K	Buy	1,884 +300	+19%	+$89.8K	0.3%	86
2025 Q3	$447K	Buy	1,584 +496	+46%	+$130K	0.24%	100
2025 Q2	$321K	Buy	+1,088	New	+$280K	0.19%	111
2024 Q2	–	Sell	-4,126	Closed	-$788K	–	136
2024 Q1	$788K	Sell	4,126 -999	-19%	-$182K	0.55%	52
2023 Q4	$838K	Buy	+5,125	New	+$774K	0.66%	47

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Lantern Wealth Advisors's IBM Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $75.8K and leaving 1,825 shares worth $513K. The position accounts for 0.24% of the portfolio, ranked #103.

Lantern Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. The position peaked at $838K in Q4 2023. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lantern Wealth Advisors held 1,825 shares of IBM worth $513K as of Q2 2026.
Lantern Wealth Advisors sold 301 IBM shares in Q2 2026, an estimated $75.8K.
IBM made up 0.24% of Lantern Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Lantern Wealth Advisors first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
Lantern Wealth Advisors's IBM position peaked at $838K in Q4 2023.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.