Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

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IBM holding history

International Business Machines Corp in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 26,921
Value: $7.57M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of IBM by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,921	$7.57M	0.2%	+1,012+3.9%	Added	Holders
Q1 2026	25,909	$6.28M	0.2%	−2,986−10.3%	Reduced	Holders
Q4 2025	28,895	$8.56M	0.3%	−1,754−5.7%	Reduced	Holders
Q3 2025	30,649	$8.65M	0.3%	+813+2.7%	Added	Holders
Q2 2025	29,836	$8.79M	0.4%	−3,822−11.4%	Reduced	Holders
Q1 2025	33,658	$8.37M	0.4%	+7,447+28.4%	Added	Holders
Q4 2024	26,211	$5.76M	0.3%	−215−0.8%	Reduced	Holders
Q3 2024	26,426	$5.84M	0.3%	−2,681−9.2%	Reduced	Holders
Q2 2024	29,107	$5.03M	0.3%	−1,307−4.3%	Reduced	Holders
Q1 2024	30,414	$5.81M	0.3%	−15,106−33.2%	Reduced	Holders
Q4 2023	45,520	$7.44M	0.4%	−765−1.7%	Reduced	Holders
Q3 2023	46,285	$6.49M	0.4%	+2,360+5.4%	Added	Holders
Q2 2023	43,925	$5.88M	0.4%	+5,600+14.6%	Added	Holders
Q1 2023	38,325	$5.02M	0.3%	+12,194+46.7%	Added	Holders
Q4 2022	26,131	$3.68M	0.3%	−7,110−21.4%	Reduced	Holders
Q3 2022	33,241	$3.95M	0.3%	+17,002+104.7%	Added	Holders
Q2 2022	16,239	$2.29M	0.2%	−572−3.4%	Reduced	Holders
Q1 2022	16,811	$2.19M	0.1%	−21−0.1%	Reduced	Holders
Q4 2021	16,832	$2.25M	0.2%	+1,186+7.6%	Added	Holders
Q3 2021	15,646	$2.17M	0.2%	+2,118+15.7%	Added	Holders
Q2 2021	13,528	$1.98M	0.2%	+463+3.5%	Added	Holders
Q1 2021	13,065	$1.74M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.