LCM Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

LCM Capital Management’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$282K	Buy	+5,950	New	+$240K	0.12%	90
2026 Q2	–	Sell	-5,880	Closed	-$226K	–	130
2026 Q1	$226K	Sell	5,880 -1,940	-25%	-$84K	0.11%	95
2025 Q4	$388K	Sell	7,820 -12,460	-61%	-$708K	0.19%	63
2025 Q3	$1.32M	Sell	20,280 -3,260	-14%	-$212K	0.63%	26
2025 Q2	$1.44M	Buy	23,540 +1,330	+6%	+$74.5K	0.75%	25
2025 Q1	$1.04M	Buy	+22,210	New	+$1.18M	0.61%	32
2024 Q2	–	Sell	-9,025	Closed	-$365K	–	93
2024 Q1	$365K	Buy	+9,025	New	+$281K	0.24%	58

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LCM Capital Management's IBIT Position: Q3 2026 in Review

LCM Capital Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,950 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #90 among its holdings. This is a return to the name: LCM Capital Management previously reported a position in IBIT as recently as Q1 2026.

LCM Capital Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

LCM Capital Management held 5,950 shares of iShares Bitcoin Trust worth $282K as of Q3 2026.
iShares Bitcoin Trust was a new LCM Capital Management position in Q3 2026.
iShares Bitcoin Trust made up 0.12% of LCM Capital Management's portfolio in Q3 2026, its #90 holding.
LCM Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
LCM Capital Management's iShares Bitcoin Trust position peaked at $1.44M in Q2 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.