LPL Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $484M | Sell |
1,995,991
-12,942
| -0.6% | -$3.5M | 0.13% | 166 |
|
|
2025
Q4 | $595M | Buy |
2,008,933
+148,687
| +8% | +$44.5M | 0.16% | 125 |
|
|
2025
Q3 | $525M | Buy |
1,860,246
+194,109
| +12% | +$50.8M | 0.15% | 134 |
|
|
2025
Q2 | $491M | Buy |
1,666,137
+257,997
| +18% | +$66.5M | 0.16% | 131 |
|
|
2025
Q1 | $350M | Buy |
1,408,140
+92,851
| +7% | +$22.7M | 0.14% | 146 |
|
|
2024
Q4 | $289M | Buy |
1,315,289
+76,889
| +6% | +$17.1M | 0.12% | 154 |
|
|
2024
Q3 | $274M | Buy |
1,238,400
+32,952
| +3% | +$6.46M | 0.12% | 152 |
|
|
2024
Q2 | $208M | Buy |
1,205,448
+99,636
| +9% | +$17.3M | 0.1% | 172 |
|
|
2024
Q1 | $211M | Buy |
1,105,812
+14,262
| +1% | +$2.6M | 0.11% | 163 |
|
|
2023
Q4 | $179M | Buy |
1,091,550
+32,275
| +3% | +$4.88M | 0.11% | 169 |
|
|
2023
Q3 | $149M | Buy |
1,059,275
+80,064
| +8% | +$11.4M | 0.1% | 176 |
|
|
2023
Q2 | $131M | Buy |
979,211
+50,477
| +5% | +$6.51M | 0.09% | 189 |
|
|
2023
Q1 | $122M | Buy |
928,734
+28,432
| +3% | +$3.8M | 0.09% | 193 |
|
|
2022
Q4 | $127M | Buy |
900,302
+24,183
| +3% | +$3.34M | 0.11% | 178 |
|
|
2022
Q3 | $104M | Buy |
876,119
+73,708
| +9% | +$9.67M | 0.1% | 184 |
|
|
2022
Q2 | $113M | Buy |
802,411
+63,631
| +9% | +$8.59M | 0.11% | 174 |
|
|
2022
Q1 | $96.1M | Buy |
738,780
+55,980
| +8% | +$7.3M | 0.08% | 225 |
|
|
2021
Q4 | $91.3M | Buy |
682,800
+3,034
| +0.4% | +$381K | 0.08% | 239 |
|
|
2021
Q3 | $90.3M | Buy |
679,766
+28,865
| +4% | +$3.86M | 0.08% | 227 |
|
|
2021
Q2 | $91.2M | Buy |
650,901
+33,264
| +5% | +$4.55M | 0.09% | 204 |
|
|
2021
Q1 | $78.7M | Buy |
617,637
+63,409
| +11% | +$7.59M | 0.09% | 214 |
|
|
2020
Q4 | $66.7M | Buy |
554,228
+101,504
| +22% | +$11.7M | 0.09% | 219 |
|
|
2020
Q3 | $52.7M | Sell |
452,724
-2,007
| -0.4% | -$236K | 0.08% | 228 |
|
|
2020
Q2 | $52.5M | Buy |
454,731
+56,273
| +14% | +$6.54M | 0.09% | 203 |
|
|
2020
Q1 | $42.3M | Buy |
398,458
+53,845
| +16% | +$6.81M | 0.09% | 195 |
|
|
2019
Q4 | $44.2M | Buy |
344,613
+21,654
| +7% | +$2.81M | 0.08% | 211 |
|
|
2019
Q3 | $44.9M | Buy |
322,959
+14,806
| +5% | +$2M | 0.09% | 195 |
|
|
2019
Q2 | $40.6M | Buy |
308,153
+29,011
| +10% | +$3.81M | 0.09% | 205 |
|
|
2019
Q1 | $37.7M | Buy |
279,142
+45,642
| +20% | +$5.82M | 0.09% | 209 |
|
|
2018
Q4 | $25.4M | Buy |
233,500
+17,290
| +8% | +$2.08M | 0.07% | 243 |
|
|
2018
Q3 | $31.3M | Buy |
216,210
+27,205
| +14% | +$3.8M | 0.07% | 223 |
|
|
2018
Q2 | $25.2M | Sell |
189,005
-19,658
| -9% | -$2.74M | 0.07% | 237 |
|
|
2018
Q1 | $30.6M | Buy |
208,663
+43,703
| +26% | +$6.61M | 0.08% | 204 |
|
|
2017
Q4 | $24.2M | Buy |
164,960
+16,494
| +11% | +$2.4M | 0.07% | 222 |
|
|
2017
Q3 | $20.6M | Sell |
148,466
-21,513
| -13% | -$3M | 0.07% | 223 |
|
|
2017
Q2 | $25M | Buy |
169,979
+165,923
| +4,091% | +$25M | 0.09% | 191 |
|
|
2017
Q1 | $677K | Buy |
4,056
+2,759
| +213% | +$463K | ﹤0.01% | 1541 |
|
|
2016
Q4 | $207K | Buy |
+1,297
| New | +$198K | ﹤0.01% | 2456 |
|
|
2016
Q2 | – | Sell |
-323,894
| Closed | -$46.4M | – | 2783 |
|
|
2016
Q1 | $46.4M | Buy |
323,894
+26,012
| +9% | +$3.32M | 0.13% | 153 |
|
|
2015
Q4 | $38.7M | Buy |
297,882
+150,782
| +103% | +$20.3M | 0.11% | 172 |
|
|
2015
Q3 | $21M | Sell |
147,100
-3,152
| -2% | -$465K | 0.12% | 161 |
|
|
2015
Q2 | $23.7M | Sell |
150,252
-2,886
| -2% | -$464K | 0.12% | 163 |
|
|
2015
Q1 | $23.3M | Sell |
153,138
-2,546
| -2% | -$386K | 0.12% | 156 |
|
|
2014
Q4 | $23.9M | Sell |
155,684
-7,136
| -4% | -$1.14M | 0.13% | 149 |
|
|
2014
Q3 | $29.1M | Sell |
162,820
-18,825
| -10% | -$3.43M | 0.17% | 124 |
|
|
2014
Q2 | $31.5M | Sell |
181,645
-12,647
| -7% | -$2.28M | 0.18% | 117 |
|
|
2014
Q1 | $35.8M | Sell |
194,292
-49,793
| -20% | -$8.77M | 0.22% | 92 |
|
|
2013
Q4 | $43.8M | Buy |
244,085
+155
| +0.1% | +$26.7K | 0.27% | 68 |
|
|
2013
Q3 | $43.6M | Buy |
243,930
+10,488
| +4% | +$1.91M | 0.29% | 65 |
|
|
2013
Q2 | $42.7M | Buy |
+233,442
| New | +$45.5M | 0.31% | 64 |
|
Other funds holding IBM
VCM
VPM
LPL Financial's IBM Position: Q1 2026 in Review
LPL Financial reduced its IBM (IBM) stake by 0.64% in Q1 2026, selling an estimated $3.5M and leaving 1,995,991 shares worth $484M. The position accounts for 0.13% of the portfolio, ranked #166.
LPL Financial first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $595M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- LPL Financial held 1,995,991 shares of IBM worth $484M as of Q1 2026.
- LPL Financial sold 12,942 IBM shares in Q1 2026, an estimated $3.5M.
- IBM made up 0.13% of LPL Financial's portfolio in Q1 2026, its #166 holding.
- LPL Financial first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- LPL Financial's IBM position peaked at $595M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.