Lloyd Advisory Services’s IBM IBM Stock Holding History

Lloyd Advisory Services’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	$6.6K	Sell	27 -447	-94%	-$121K	﹤0.01%	524
2025 Q4	$140K	Buy	+474	New	+$142K	0.05%	149
2025 Q1	–	Sell	-930	Closed	-$204K	–	103
2024 Q4	$204K	Sell	930 -77	-8%	-$17.1K	0.1%	100
2024 Q3	$223K	Buy	+1,007	New	+$197K	0.11%	90
2024 Q2	–	Sell	-6,420	Closed	-$1.23M	–	138
2024 Q1	$1.23M	Buy	6,420 +4,772	+290%	+$871K	0.26%	66
2023 Q4	$270K	Sell	1,648 -4,385	-73%	-$663K	0.13%	98
2023 Q3	$846K	Buy	+6,033	New	+$858K	0.28%	87
2022 Q2	–	Sell	-341	Closed	-$44K	–	284
2022 Q1	$44K	Buy	341 +37	+12%	+$4.83K	0.02%	243
2021 Q4	$41K	Sell	304 -553	-65%	-$69.4K	0.02%	228
2021 Q3	$114K	Sell	857 -147	-15%	-$19.7K	0.06%	119
2021 Q2	$141K	Buy	1,004 +32	+3%	+$4.38K	0.07%	96
2021 Q1	$124K	Sell	972 -33	-3%	-$3.95K	0.07%	91
2020 Q4	$121K	Sell	1,005 -70	-7%	-$8.09K	0.07%	72
2020 Q3	$125K	Sell	1,075 -35	-3%	-$4.12K	0.08%	70
2020 Q2	$128K	Buy	1,110 +956	+621%	+$111K	0.08%	72
2020 Q1	$16K	Sell	154 -41	-21%	-$5.18K	0.01%	152
2019 Q4	$25K	Buy	+195	New	+$25.3K	0.02%	177

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return