Skip to main content

Lantern Wealth Advisors, LLC

SEC CIK
0001950218
Latest filing
Jul 28, 2026

IBM holding history

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

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,825
Value
$513.2K
% of portfolio
0.2%
Quarters held
7
Since Q4 2023
Holdings of IBM by Lantern Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,825$513.2K0.2%−301−14.2%ReducedHolders
Q1 20262,126$515.3K0.3%+242+12.8%AddedHolders
Q4 20251,884$558.1K0.3%+300+18.9%AddedHolders
Q3 20251,584$446.9K0.2%+496+45.6%AddedHolders
Q2 20251,088$320.7K0.2%–No prior filingHolders
Q2 20240$00.0%−4,126−100.0%Sold outHolders
Q1 20244,126$788.0K0.6%−999−19.5%ReducedHolders
Q4 20235,125$838.2K0.7%–No prior filingHolders