Lido Advisors
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.