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LM Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

LM Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
95,285
+91,836
+2,663% +$3.74M 0.37% 49
2026
Q1 		$89.8K Sell
3,449
-245
-7% -$10.6K 1.42% 16
2025
Q4 		$74.4K Sell
3,694
-40,377
-92% -$2.29M 1.34% 18
2025
Q3 		$2.87M Buy
44,071
+29,416
+201% +$1.91M 0.41% 48
2025
Q2 		$897K Buy
14,655
+1,135
+8% +$63.6K 0.12% 90
2025
Q1 		$633K Buy
13,520
+215
+2% +$11.4K 0.11% 138
2024
Q4 		$706K Hold
13,305
– – 0.13% 113
2024
Q3 		$481K Buy
13,305
+155
+1% +$5.38K 0.1% 120
2024
Q2 		$449K Buy
13,150
+134
+1% +$5K 0.08% 134
2024
Q1 		$527K Buy
+13,016
New +$406K 0.08% 136

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LM Advisors's IBIT Position: Q2 2026 in Review

LM Advisors increased its iShares Bitcoin Trust (IBIT) stake by 2,663% in Q2 2026, buying an estimated $3.74M and bringing the position to 95,285 shares worth $3.18M. The position accounts for 0.37% of the portfolio, ranked #49.

LM Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • LM Advisors held 95,285 shares of iShares Bitcoin Trust worth $3.18M as of Q2 2026.
  • LM Advisors bought 91,836 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.74M.
  • iShares Bitcoin Trust made up 0.37% of LM Advisors's portfolio in Q2 2026, its #49 holding.
  • LM Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.