LFG
IBM icon

Larson Financial Group’s IBM IBM Stock Holding History

Larson Financial Group’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
2026
Q1 		$4.32M Sell
17,839
-20
-0.1% -$5.41K 0.14% 133
2025
Q4 		$5.29M Sell
17,859
-671
-4% -$201K 0.18% 108
2025
Q3 		$5.23M Buy
18,530
+483
+3% +$126K 0.18% 107
2025
Q2 		$5.32M Buy
18,047
+1,465
+9% +$377K 0.21% 99
2025
Q1 		$4.12M Buy
16,582
+596
+4% +$146K 0.2% 96
2024
Q4 		$3.51M Buy
15,986
+1,209
+8% +$269K 0.18% 100
2024
Q3 		$3.27M Buy
14,777
+5,755
+64% +$1.13M 0.19% 102
2024
Q2 		$1.56M Buy
9,022
+6,127
+212% +$1.06M 0.11% 158
2024
Q1 		$553K Buy
2,895
+491
+20% +$89.6K 0.04% 229
2023
Q4 		$393K Sell
2,404
-339
-12% -$51.2K 0.03% 250
2023
Q3 		$385K Sell
2,743
-722
-21% -$103K 0.04% 224
2023
Q2 		$464K Buy
3,465
+18
+0.5% +$2.32K 0.05% 199
2023
Q1 		$452K Sell
3,447
-1,206
-26% -$161K 0.05% 211
2022
Q4 		$656K Buy
4,653
+1,257
+37% +$173K 0.08% 173
2022
Q3 		$403K Buy
3,396
+805
+31% +$106K 0.06% 186
2022
Q2 		$366K Buy
2,591
+1,432
+124% +$193K 0.06% 125
2022
Q1 		$151K Sell
1,159
-50
-4% -$6.52K 0.02% 227
2021
Q4 		$162K Sell
1,209
-3,602
-75% -$452K 0.03% 213
2021
Q3 		$639K Buy
4,811
+3,801
+376% +$508K 0.13% 69
2021
Q2 		$142K Buy
1,010
+26
+3% +$3.56K 0.03% 157
2021
Q1 		$125K Buy
984
+1
+0.1% +$120 0.04% 149
2020
Q4 		$118K Hold
983
– – 0.04% 126
2020
Q3 		$114K Buy
983
+1
+0.1% +$118 0.05% 120
2020
Q2 		$113K Buy
982
+115
+13% +$13.4K 0.05% 123
2020
Q1 		$92K Sell
867
-28
-3% -$3.54K 0.06% 111
2019
Q4 		$115K Sell
895
-283
-24% -$36.8K 0.07% 100
2019
Q3 		$164K Buy
1,178
+182
+18% +$24.6K 0.11% 83
2019
Q2 		$131K Buy
996
+46
+5% +$6.04K 0.1% 71
2019
Q1 		$128K Buy
950
+9
+1% +$1.15K 0.1% 71
2018
Q4 		$102K Buy
+941
New +$113K 0.09% 77

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Larson Financial Group's IBM Position: Q1 2026 in Review

Larson Financial Group reduced its IBM (IBM) stake by 0.11% in Q1 2026, selling an estimated $5.41K and leaving 17,839 shares worth $4.32M. The position accounts for 0.14% of the portfolio, ranked #133.

Larson Financial Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.32M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Larson Financial Group held 17,839 shares of IBM worth $4.32M as of Q1 2026.
  • Larson Financial Group sold 20 IBM shares in Q1 2026, an estimated $5.41K.
  • IBM made up 0.14% of Larson Financial Group's portfolio in Q1 2026, its #133 holding.
  • Larson Financial Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's IBM position peaked at $5.32M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.