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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
Q2 		$465 Buy
+300
New +$75.6K ﹤0.01% 3501

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.