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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return