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Lindbrook Capital’s IBM IBM Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.31M Buy
5,278
+442
+9% +$108K 0.12% 104
2024
Q4 		$1.06M Buy
4,836
+24
+0.5% +$5.34K 0.1% 135
2024
Q3 		$1.06M Buy
4,812
+250
+5% +$49K 0.09% 142
2024
Q2 		$789K Buy
4,562
+778
+21% +$135K 0.07% 149
2024
Q1 		$723K Buy
3,784
+195
+5% +$35.6K 0.07% 165
2023
Q4 		$587K Buy
3,589
+338
+10% +$51.1K 0.06% 175
2023
Q3 		$456K Buy
3,251
+736
+29% +$105K 0.05% 193
2023
Q2 		$337K Buy
2,515
+302
+14% +$39K 0.04% 233
2023
Q1 		$290K Sell
2,213
-565
-20% -$75.6K 0.03% 243
2022
Q4 		$391K Buy
2,778
+1,039
+60% +$143K 0.05% 207
2022
Q3 		$207K Sell
1,739
-38
-2% -$4.99K 0.03% 266
2022
Q2 		$251K Sell
1,777
-239
-12% -$32.3K 0.04% 241
2022
Q1 		$262K Buy
2,016
+535
+36% +$69.8K 0.04% 241
2021
Q4 		$198K Sell
1,481
-576
-28% -$72.2K 0.03% 307
2021
Q3 		$273K Sell
2,057
-7,339
-78% -$981K 0.07% 117
2021
Q2 		$1.32M Buy
9,396
+557
+6% +$76.2K 0.29% 33
2021
Q1 		$1.13M Buy
8,839
+7,380
+506% +$883K 0.25% 38
2020
Q4 		$176K Buy
1,459
+42
+3% +$4.85K 0.04% 156
2020
Q3 		$165K Sell
1,417
-18
-1% -$2.12K 0.05% 144
2020
Q2 		$166K Sell
1,435
-280
-16% -$32.5K 0.05% 139
2020
Q1 		$182K Sell
1,715
-968
-36% -$122K 0.07% 109
2019
Q4 		$344K Buy
2,683
+36
+1% +$4.68K 0.12% 82
2019
Q3 		$368K Sell
2,647
-115
-4% -$15.5K 0.14% 73
2019
Q2 		$364K Buy
2,762
+1,551
+128% +$204K 0.14% 73
2019
Q1 		$163K Buy
1,211
+207
+21% +$26.4K 0.06% 153
2018
Q4 		$109K Buy
+1,004
New +$121K 0.05% 183

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lindbrook Capital's IBM Position: Q1 2025 in Review

Lindbrook Capital increased its IBM (IBM) stake by 9.1% in Q1 2025, buying an estimated $108K and bringing the position to 5,278 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #104.

Lindbrook Capital first reported a position in IBM in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.32M in Q2 2021. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Lindbrook Capital held 5,278 shares of IBM worth $1.31M as of Q1 2025.
  • Lindbrook Capital bought 442 IBM shares in Q1 2025, an estimated $108K.
  • IBM made up 0.12% of Lindbrook Capital's portfolio in Q1 2025, its #104 holding.
  • Lindbrook Capital first reported a position in IBM in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's IBM position peaked at $1.32M in Q2 2021.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.