A detailed history of Lake Street Financial LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Lake Street Financial LLC holds 7,757 shares of IBM stock, worth $1.72 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,757
Previous 8,113 4.39%
Holding current value
$1.72 Million
Previous $1.4 Million 22.17%
% of portfolio
0.29%
Previous 0.19%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$175.1 - $223.38 $62,335 - $79,523
-356 Reduced 4.39%
7,757 $1.71 Million
Q2 2024

Jul 12, 2024

SELL
$164.43 - $190.9 $45,875 - $53,261
-279 Reduced 3.32%
8,113 $1.4 Million
Q1 2024

Apr 19, 2024

SELL
$159.16 - $197.78 $17,985 - $22,349
-113 Reduced 1.33%
8,392 $1.6 Million
Q4 2023

Jan 10, 2024

BUY
$136.38 - $164.71 $29,594 - $35,742
217 Added 2.62%
8,505 $1.39 Million
Q3 2023

Oct 20, 2023

BUY
$132.08 - $149.83 $238,272 - $270,293
1,804 Added 27.82%
8,288 $1.16 Million
Q2 2023

Jul 18, 2023

SELL
$120.9 - $138.4 $54,405 - $62,280
-450 Reduced 6.49%
6,484 $867,000
Q1 2023

Apr 17, 2023

SELL
$123.28 - $145.87 $9,985 - $11,815
-81 Reduced 1.15%
6,934 $908,000
Q4 2022

Jan 25, 2023

BUY
$117.75 - $150.62 $9,184 - $11,748
78 Added 1.12%
7,015 $0
Q3 2022

Oct 21, 2022

BUY
$118.81 - $141.12 $11,049 - $13,124
93 Added 1.36%
6,937 $824,000
Q2 2022

Jul 12, 2022

SELL
$125.98 - $142.88 $26,707 - $30,290
-212 Reduced 3.0%
6,844 $966,000
Q1 2022

May 09, 2022

BUY
$121.35 - $138.22 $856,245 - $975,280
7,056 New
7,056 $917,000
Q1 2022

Apr 29, 2022

SELL
$121.35 - $138.22 $789,745 - $899,535
-6,508 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$115.81 - $138.25 $14,476 - $17,281
125 Added 1.96%
6,508 $870,000
Q3 2021

Oct 07, 2021

SELL
$127.12 - $140.38 $20,974 - $23,162
-165 Reduced 2.52%
6,383 $887,000
Q1 2021

Apr 16, 2021

SELL
$113.37 - $130.38 $88,995 - $102,348
-785 Reduced 10.71%
6,548 $873,000
Q4 2020

Jan 19, 2021

BUY
$101.96 - $125.71 $56,078 - $69,140
550 Added 8.11%
7,333 $923,000
Q3 2020

Oct 09, 2020

SELL
$110.62 - $123.01 $138,828 - $154,377
-1,255 Reduced 15.61%
6,783 $825,000
Q2 2020

Jul 14, 2020

SELL
$100.52 - $129.78 $11,057 - $14,275
-110 Reduced 1.35%
8,038 $970,000
Q1 2020

Apr 07, 2020

BUY
$90.6 - $149.87 $602,490 - $996,635
6,650 Added 443.93%
8,148 $904,000
Q4 2019

Jan 13, 2020

BUY
$126.11 - $137.34 $188,912 - $205,735
1,498 New
1,498 $201,000

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $199B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.