Lido Advisors’s IBM IBM Stock Holding History

Lido 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	$281K	Buy	+1,000	New	+$252K	﹤0.01%	1779

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lido Advisors's IBM Position: Q2 2026 in Review

Lido Advisors increased its IBM (IBM) stake by 26% in Q2 2026, buying an estimated $6.61M and bringing the position to 128,125 shares worth $36M. The position accounts for 0.1% of the portfolio, ranked #137.

Lido Advisors first reported a position in IBM in Q1 2017 and has held it in 34 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Lido Advisors held 128,125 shares of IBM worth $36M as of Q2 2026.
Lido Advisors bought 26,223 IBM shares in Q2 2026, an estimated $6.61M.
IBM made up 0.1% of Lido Advisors's portfolio in Q2 2026, its #137 holding.
Lido Advisors first reported a position in IBM in Q1 2017 and has held it in 34 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.