Larson Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.95M | Sell |
17,616
-223
| -1% | -$56.2K | 0.13% | 132 |
|
|
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
Larson Financial Group's IBM Position: Q2 2026 in Review
Larson Financial Group reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $56.2K and leaving 17,616 shares worth $4.95M. The position accounts for 0.13% of the portfolio, ranked #132.
Larson Financial Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.32M in Q2 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Larson Financial Group held 17,616 shares of IBM worth $4.95M as of Q2 2026.
- Larson Financial Group sold 223 IBM shares in Q2 2026, an estimated $56.2K.
- IBM made up 0.13% of Larson Financial Group's portfolio in Q2 2026, its #132 holding.
- Larson Financial Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Larson Financial Group's IBM position peaked at $5.32M in Q2 2025.
- 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.