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
Q2 | $3.54M | Buy |
12,600
+3,000
| +31% | +$756K | 0.01% | 594 |
|
|
2026
Q1 | $2.33M | Sell |
9,600
-2,000
| -17% | -$541K | 0.01% | 670 |
|
|
2025
Q4 | $3.44M | Hold |
11,600
| – | – | 0.01% | 553 |
|
|
2025
Q3 | $3.27M | Buy |
11,600
+700
| +6% | +$183K | 0.01% | 550 |
|
|
2025
Q2 | $3.21M | Buy |
10,900
+200
| +2% | +$51.5K | 0.01% | 476 |
|
|
2025
Q1 | $2.66M | Buy |
10,700
+1,000
| +10% | +$245K | 0.01% | 480 |
|
|
2024
Q4 | $2.13M | Buy |
9,700
+2,900
| +43% | +$646K | 0.01% | 507 |
|
|
2024
Q3 | $1.5M | Buy |
6,800
+2,700
| +66% | +$529K | 0.01% | 557 |
|
|
2024
Q2 | $709K | Hold |
4,100
| – | – | ﹤0.01% | 792 |
|
|
2024
Q1 | $783K | Sell |
4,100
-900
| -18% | -$164K | ﹤0.01% | 750 |
|
|
2023
Q4 | $818K | Buy |
5,000
+900
| +22% | +$136K | 0.01% | 687 |
|
|
2023
Q3 | $575K | Hold |
4,100
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $549K | Hold |
4,100
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $537K | Sell |
4,100
-1,100
| -21% | -$147K | 0.01% | 644 |
|
|
2022
Q4 | $733K | Hold |
5,200
| – | – | 0.01% | 481 |
|
|
2022
Q3 | $617K | Hold |
5,200
| – | – | 0.01% | 493 |
|
|
2022
Q2 | $734K | Buy |
5,200
+1,100
| +27% | +$148K | 0.01% | 426 |
|
|
2022
Q1 | $533K | Hold |
4,100
| – | – | 0.01% | 586 |
|
|
2021
Q4 | $548K | Sell |
4,100
-189
| -4% | -$23.7K | 0.01% | 582 |
|
|
2021
Q3 | $569K | Hold |
4,289
| – | – | 0.01% | 543 |
|
|
2021
Q2 | $601K | Hold |
4,289
| – | – | 0.01% | 490 |
|
|
2021
Q1 | $546K | Hold |
4,289
| – | – | 0.01% | 481 |
|
|
2020
Q4 | $516K | Hold |
4,289
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $498K | Hold |
4,289
| – | – | 0.01% | 379 |
|
|
2020
Q2 | $495K | Hold |
4,289
| – | – | 0.02% | 349 |
|
|
2020
Q1 | $454K | Hold |
4,289
| – | – | 0.02% | 333 |
|
|
2019
Q4 | $549K | Hold |
4,289
| – | – | 0.02% | 365 |
|
|
2019
Q3 | $596K | Hold |
4,289
| – | – | 0.03% | 297 |
|
|
2019
Q2 | $565K | Hold |
4,289
| – | – | 0.03% | 281 |
|
|
2019
Q1 | $578K | Hold |
4,289
| – | – | 0.04% | 265 |
|
|
2018
Q4 | $466K | Buy |
+4,289
| New | +$515K | 0.05% | 237 |
|
Other funds holding IBM
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.