Lincoln National Corp’s IBM IBM Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-37,274	Closed	-$7.12M	–	527
2024 Q1	$7.12M	Buy	37,274 +2,443	+7%	+$446K	0.11%	109
2023 Q4	$5.7M	Buy	34,831 +270	+0.8%	+$40.8K	0.1%	119
2023 Q3	$4.85M	Sell	34,561 -970	-3%	-$138K	0.1%	120
2023 Q2	$4.75M	Sell	35,531 -863	-2%	-$111K	0.09%	124
2023 Q1	$4.77M	Buy	36,394 +30	+0.1%	+$4.01K	0.1%	120
2022 Q4	$5.12M	Buy	36,364 +1,000	+3%	+$138K	0.12%	114
2022 Q3	$4.2M	Buy	35,364 +5,168	+17%	+$678K	0.1%	114
2022 Q2	$4.26M	Sell	30,196 -929	-3%	-$125K	0.1%	114
2022 Q1	$4.05M	Buy	31,125 +2,790	+10%	+$364K	0.08%	133
2021 Q4	$3.79M	Buy	28,335 +1,836	+7%	+$230K	0.08%	134
2021 Q3	$3.52M	Buy	26,499 +1,248	+5%	+$167K	0.08%	135
2021 Q2	$3.54M	Buy	25,251 +847	+3%	+$116K	0.08%	141
2021 Q1	$3.11M	Buy	24,404 +3,236	+15%	+$387K	0.08%	137
2020 Q4	$2.55M	Sell	21,168 -541	-2%	-$62.5K	0.07%	150
2020 Q3	$2.52M	Buy	21,709 +3,106	+17%	+$366K	0.08%	142
2020 Q2	$2.15M	Buy	18,603 +1,121	+6%	+$130K	0.07%	149
2020 Q1	$1.85M	Buy	17,482 +2,009	+13%	+$254K	0.07%	142
2019 Q4	$1.98M	Buy	15,473 +1,797	+13%	+$234K	0.06%	159
2019 Q3	$1.9M	Buy	13,676 +720	+6%	+$97.1K	0.07%	132
2019 Q2	$1.71M	Buy	12,956 +2,196	+20%	+$288K	0.07%	136
2019 Q1	$1.45M	Buy	10,760 +622	+6%	+$79.3K	0.06%	146
2018 Q4	$1.1M	Sell	10,138 -744	-7%	-$89.3K	0.05%	160
2018 Q3	$1.57M	Sell	10,882 -2,166	-17%	-$303K	0.05%	125
2018 Q2	$1.74M	Sell	13,048 -1,606	-11%	-$224K	0.06%	103
2018 Q1	$2.15M	Sell	14,654 -11,391	-44%	-$1.72M	0.08%	93
2017 Q4	$3.82M	Buy	26,045 +13,194	+103%	+$1.92M	0.12%	90
2017 Q3	$1.78M	Buy	12,851 +551	+4%	+$76.8K	0.07%	94
2017 Q2	$1.81M	Buy	12,300 +1,100	+10%	+$166K	0.08%	83
2017 Q1	$1.86M	Buy	11,200 +4,433	+66%	+$743K	0.1%	82
2016 Q4	$1.07M	Buy	6,767 +178	+3%	+$27.1K	0.06%	116
2016 Q3	$1M	Buy	6,589 +1,472	+29%	+$223K	0.06%	122
2016 Q2	$742K	Buy	5,117 +724	+16%	+$104K	0.04%	136
2016 Q1	$636K	Buy	4,393 +933	+27%	+$119K	0.04%	137
2015 Q4	$435K	Buy	3,460 +1,451	+72%	+$195K	0.03%	125
2015 Q3	$278K	Sell	2,009 -235	-10%	-$34.7K	0.02%	142
2015 Q2	$371K	Buy	2,244 +183	+9%	+$29.4K	0.03%	131
2015 Q1	$316K	Sell	2,061 -157	-7%	-$23.8K	0.03%	133
2014 Q4	$340K	Sell	2,218 -380	-15%	-$60.5K	0.03%	123
2014 Q3	$471K	Sell	2,598 -105	-4%	-$19.1K	0.05%	105
2014 Q2	$468K	Buy	2,703 +240	+10%	+$43.2K	0.05%	101
2014 Q1	$454K	Buy	2,463 +483	+24%	+$85K	0.06%	83
2013 Q4	$356K	Buy	+1,980	New	+$341K	0.05%	78

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lincoln National Corp's IBM Position: Q2 2024 in Review

Lincoln National Corp sold out of IBM (IBM) in Q2 2024, closing a stake of 37,274 shares — an estimated $7.12M sold.

Lincoln National Corp first reported a position in IBM in Q4 2013 and held it in 42 quarters. The position peaked at $7.12M in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Lincoln National Corp reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 37,274 IBM shares in Q2 2024, an estimated $7.12M.
Lincoln National Corp first reported a position in IBM in Q4 2013 and held it in 42 quarters.
Lincoln National Corp's IBM position peaked at $7.12M in Q1 2024.
2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.