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Lion Street Advisors’s IBM IBM Stock Holding History

Lion Street 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
2025
Q3 		$1.1M Buy
8,812
+2,302
+35% +$603K 0.38% 48
2025
Q2 		$1.92M Sell
6,510
-75
-1% -$19.3K 0.58% 33
2025
Q1 		$1.64M Sell
6,585
-39
-0.6% -$9.54K 0.52% 35
2024
Q4 		$1.46M Buy
6,624
+900
+16% +$200K 0.46% 41
2024
Q3 		$1.27M Sell
5,724
-759
-12% -$149K 0.44% 44
2024
Q2 		$1.12M Sell
6,483
-3
-0% -$521 0.42% 47
2024
Q1 		$1.06M Hold
6,486
– – 0.43% 43
2023
Q4 		$1.06M Sell
6,486
-5,170
-44% -$781K 0.43% 43
2023
Q3 		$1.64M Buy
11,656
+2,767
+31% +$394K 0.53% 28
2023
Q2 		$1.11M Sell
8,889
-1,915
-18% -$247K 0.37% 49
2023
Q1 		$1.42M Buy
10,804
+4,003
+59% +$536K 0.44% 34
2022
Q4 		$851K Sell
6,801
-1,674
-20% -$231K 0.45% 33
2022
Q3 		$1.01M Buy
8,475
+1,674
+25% +$220K 0.5% 18
2022
Q2 		$857K Buy
6,801
+94
+1% +$12.7K 0.45% 32
2022
Q1 		$873K Sell
6,707
-58
-0.9% -$7.56K 0.45% 26
2021
Q4 		$900K Sell
6,765
-742
-10% -$93.1K 0.44% 28
2021
Q3 		$998K Buy
+7,507
New +$1M 0.54% 18
2020
Q2 		– Sell
-117
Closed -$12K – 200
2020
Q1 		$12K Buy
+117
New +$14.8K 0.07% 140

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lion Street Advisors's IBM Position: Q3 2025 in Review

Lion Street Advisors increased its IBM (IBM) stake by 35% in Q3 2025, buying an estimated $603K and bringing the position to 8,812 shares worth $1.1M. The position accounts for 0.38% of the portfolio, ranked #48.

Lion Street Advisors first reported a position in IBM in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.92M in Q2 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Lion Street Advisors held 8,812 shares of IBM worth $1.1M as of Q3 2025.
  • Lion Street Advisors bought 2,302 IBM shares in Q3 2025, an estimated $603K.
  • IBM made up 0.38% of Lion Street Advisors's portfolio in Q3 2025, its #48 holding.
  • Lion Street Advisors first reported a position in IBM in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's IBM position peaked at $1.92M in Q2 2025.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.