Lido Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7M | Buy |
101,902
+2,689
| +3% | +$728K | 0.08% | 171 |
|
|
2025
Q4 | $28.3M | Buy |
99,213
+3,163
| +3% | +$947K | 0.08% | 156 |
|
|
2025
Q3 | $27.1M | Buy |
96,050
+4,112
| +4% | +$1.08M | 0.08% | 157 |
|
|
2025
Q2 | $27.1M | Sell |
91,938
-3,072
| -3% | -$791K | 0.11% | 123 |
|
|
2025
Q1 | $23.6M | Buy |
95,010
+462
| +0.5% | +$113K | 0.11% | 122 |
|
|
2024
Q4 | $20.8M | Buy |
94,548
+16,479
| +21% | +$3.67M | 0.09% | 127 |
|
|
2024
Q3 | $17.3M | Buy |
78,069
+9,449
| +14% | +$1.85M | 0.09% | 125 |
|
|
2024
Q2 | $11.9M | Buy |
68,620
+6,051
| +10% | +$1.05M | 0.07% | 158 |
|
|
2024
Q1 | $11.9M | Buy |
62,569
+6,356
| +11% | +$1.16M | 0.07% | 147 |
|
|
2023
Q4 | $9.19M | Buy |
56,213
+2,667
| +5% | +$403K | 0.06% | 174 |
|
|
2023
Q3 | $7.51M | Sell |
53,546
-35,114
| -40% | -$5M | 0.06% | 172 |
|
|
2023
Q2 | $11.9M | Buy |
88,660
+39,460
| +80% | +$5.09M | 0.08% | 134 |
|
|
2023
Q1 | $6.45M | Buy |
49,200
+42
| +0.1% | +$5.62K | 0.06% | 175 |
|
|
2022
Q4 | $6.93M | Buy |
49,158
+21,061
| +75% | +$2.91M | 0.08% | 128 |
|
|
2022
Q3 | $3.34M | Buy |
28,097
+8,527
| +44% | +$1.12M | 0.04% | 187 |
|
|
2022
Q2 | $2.76M | Buy |
19,570
+993
| +5% | +$134K | 0.04% | 190 |
|
|
2022
Q1 | $2.42M | Sell |
18,577
-108,168
| -85% | -$14.1M | 0.03% | 239 |
|
|
2021
Q4 | $16.9M | Buy |
126,745
+48,600
| +62% | +$6.1M | 0.18% | 62 |
|
|
2021
Q3 | $10.4M | Buy |
78,145
+7,038
| +10% | +$941K | 0.15% | 80 |
|
|
2021
Q2 | $9.96M | Buy |
71,107
+4,569
| +7% | +$625K | 0.14% | 88 |
|
|
2021
Q1 | $8.48M | Buy |
66,538
+7,273
| +12% | +$870K | 0.15% | 99 |
|
|
2020
Q4 | $7.13M | Buy |
59,265
+8,389
| +16% | +$970K | 0.15% | 86 |
|
|
2020
Q3 | $5.92M | Buy |
50,876
+5,679
| +13% | +$669K | 0.15% | 87 |
|
|
2020
Q2 | $5.22M | Buy |
45,197
+17,746
| +65% | +$2.06M | 0.16% | 87 |
|
|
2020
Q1 | $2.91M | Buy |
27,451
+20,816
| +314% | +$2.63M | 0.12% | 105 |
|
|
2019
Q4 | $850K | Sell |
6,635
-1,224
| -16% | -$159K | 0.03% | 292 |
|
|
2019
Q3 | $1.09M | Buy |
7,859
+129
| +2% | +$17.4K | 0.06% | 198 |
|
|
2019
Q2 | $1.02M | Sell |
7,730
-942
| -11% | -$124K | 0.06% | 184 |
|
|
2019
Q1 | $1.17M | Buy |
8,672
+2,345
| +37% | +$299K | 0.08% | 157 |
|
|
2018
Q4 | $687K | Buy |
6,327
+3,846
| +155% | +$462K | 0.07% | 180 |
|
|
2018
Q3 | $358K | Buy |
+2,481
| New | +$347K | 0.03% | 301 |
|
|
2017
Q3 | – | Sell |
-2,608
| Closed | -$384K | – | 306 |
|
|
2017
Q2 | $384K | Sell |
2,608
-980
| -27% | -$148K | 0.08% | 138 |
|
|
2017
Q1 | $525K | Buy |
+3,588
| New | +$602K | 0.15% | 98 |
|
Other funds holding IBM
VCM
VPM
Lido Advisors's IBM Position: Q1 2026 in Review
Lido Advisors increased its IBM (IBM) stake by 2.7% in Q1 2026, buying an estimated $728K and bringing the position to 101,902 shares worth $24.7M. The position accounts for 0.08% of the portfolio, ranked #171.
Lido Advisors first reported a position in IBM in Q1 2017 and has held it in 33 quarters since. The position peaked at $28.3M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Lido Advisors held 101,902 shares of IBM worth $24.7M as of Q1 2026.
- Lido Advisors bought 2,689 IBM shares in Q1 2026, an estimated $728K.
- IBM made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #171 holding.
- Lido Advisors first reported a position in IBM in Q1 2017 and has held it in 33 quarters since.
- Lido Advisors's IBM position peaked at $28.3M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.