Lyell Wealth Management’s IBM IBM Stock Holding History

Lyell Wealth Management’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	$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