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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
Q2 		$145K Buy
516
+489
+1,811% +$123K 0.06% 150
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyd Advisory Services's IBM Position: Q2 2026 in Review

Lloyd Advisory Services increased its IBM (IBM) stake by 1,811% in Q2 2026, buying an estimated $123K and bringing the position to 516 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #150.

Lloyd Advisory Services first reported a position in IBM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.23M in Q1 2024. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Lloyd Advisory Services held 516 shares of IBM worth $145K as of Q2 2026.
  • Lloyd Advisory Services bought 489 IBM shares in Q2 2026, an estimated $123K.
  • IBM made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #150 holding.
  • Lloyd Advisory Services first reported a position in IBM in Q4 2019 and has held it in 18 quarters since.
  • Lloyd Advisory Services's IBM position peaked at $1.23M in Q1 2024.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.