Lido Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 1650150
Los Angeles, CA
Position in IBM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,030,029
+$11,330,005 QoQ
Shares Held
128,125
+25.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#286
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Derivatives in IBM
reported options exposure · as of Jun 30, 2026CallValue
$281,210
CallShares
1,000
PutValue
$3,543,246
PutShares
12,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $55,492,518 across 16 Information Technology Services names. IBM ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
128,125 | $36,030,029 | |
| 2 | IT |
Gartner Inc
|
51,767 | $6,710,038 | |
| 3 | ACN |
Accenture plc
|
45,652 | $5,680,933 | |
| 4 | SAIC |
Science Applications International Corp
|
12,485 | $1,378,468 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
14,141 | $1,074,856 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
9,828 | $1,011,989 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
6,838 | $936,464 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
29,347 | $804,988 |
All Filings in IBM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,210 | 1,000 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $3,543,246 | 12,600 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $36,030,029 | 128,125 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,326,944 | 9,600 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $24,700,024 | 101,902 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,436,036 | 11,600 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $29,387,881 | 99,213 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $27,101,466 | 96,050 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,273,056 | 11,600 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $27,101,482 | 91,938 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $3,213,102 | 10,900 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $23,625,184 | 95,010 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $2,660,662 | 10,700 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $2,132,351 | 9,700 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $20,784,485 | 94,548 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,503,344 | 6,800 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $17,259,493 | 78,069 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $709,095 | 4,100 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $11,867,827 | 68,620 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $782,936 | 4,100 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $11,948,174 | 62,569 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $817,750 | 5,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $9,193,635 | 56,213 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $575,230 | 4,100 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $7,512,503 | 53,546 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,863,594 | 88,660 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $548,621 | 4,100 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $6,449,627 | 49,200 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $537,469 | 4,100 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $732,628 | 5,200 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $6,925,870 | 49,158 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,338,203 | 28,097 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $617,812 | 5,200 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $734,188 | 5,200 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $2,763,088 | 19,570 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $533,082 | 4,100 | Put | Sole | 2022-05-17 | |
| 2022-03-31 | $2,415,381 | 18,577 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $548,006 | 4,100 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $16,940,736 | 126,745 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,379,184 | 74,708 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $569,613 | 4,100 | Put | Sole | 2022-02-15 | |
| 2021-06-30 | $9,965,187 | 67,980 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $601,018 | 4,100 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $8,476,933 | 63,612 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $546,365 | 4,100 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $7,132,236 | 56,659 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $516,108 | 4,100 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $5,917,906 | 48,639 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | $498,846 | 4,100 | Put | Sole | 2021-11-12 | |
| 2020-06-30 | $5,218,351 | 43,209 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||