Lyell Wealth Management’s IBM IBM Stock Holding History

Lyell Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$683K	Buy
2025 Q4	$813K	Buy
2025 Q3	$687K	Hold
2025 Q2	$717K	Buy
2025 Q1	$474K	Hold
2024 Q4	$419K	Hold
2024 Q3	$421K	Hold
2024 Q2	$330K	Sell
2024 Q1	$374K	Buy
2023 Q4	$312K	Buy