LPL Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491M | Buy |
1,666,137
+257,997
| +18% | +$76.1M | 0.16% | 131 |
|
|
2025
Q1 | $350M | Buy |
1,408,140
+92,851
| +7% | +$23.1M | 0.14% | 146 |
|
|
2024
Q4 | $289M | Buy |
1,315,289
+76,889
| +6% | +$16.9M | 0.12% | 154 |
|
|
2024
Q3 | $274M | Buy |
1,238,400
+32,952
| +3% | +$7.29M | 0.12% | 152 |
|
|
2024
Q2 | $208M | Buy |
1,205,448
+99,636
| +9% | +$17.2M | 0.1% | 172 |
|
|
2024
Q1 | $211M | Buy |
1,105,812
+14,262
| +1% | +$2.72M | 0.11% | 163 |
|
|
2023
Q4 | $179M | Buy |
1,091,550
+32,275
| +3% | +$5.28M | 0.11% | 169 |
|
|
2023
Q3 | $149M | Buy |
1,059,275
+80,064
| +8% | +$11.2M | 0.1% | 176 |
|
|
2023
Q2 | $131M | Buy |
979,211
+50,477
| +5% | +$6.75M | 0.09% | 189 |
|
|
2023
Q1 | $122M | Buy |
928,734
+28,432
| +3% | +$3.73M | 0.09% | 193 |
|
|
2022
Q4 | $127M | Buy |
900,302
+24,183
| +3% | +$3.41M | 0.11% | 178 |
|
|
2022
Q3 | $104M | Buy |
876,119
+73,708
| +9% | +$8.76M | 0.1% | 184 |
|
|
2022
Q2 | $113M | Buy |
802,411
+63,631
| +9% | +$8.98M | 0.11% | 174 |
|
|
2022
Q1 | $96.1M | Buy |
738,780
+55,980
| +8% | +$7.28M | 0.08% | 225 |
|
|
2021
Q4 | $91.3M | Buy |
682,800
+32,928
| +5% | +$4.4M | 0.08% | 239 |
|
|
2021
Q3 | $90.3M | Buy |
649,872
+27,596
| +4% | +$3.83M | 0.08% | 226 |
|
|
2021
Q2 | $91.2M | Buy |
622,276
+31,801
| +5% | +$4.66M | 0.09% | 204 |
|
|
2021
Q1 | $78.7M | Buy |
590,475
+60,620
| +11% | +$8.08M | 0.09% | 213 |
|
|
2020
Q4 | $66.7M | Buy |
529,855
+97,040
| +22% | +$12.2M | 0.09% | 219 |
|
|
2020
Q3 | $52.7M | Sell |
432,815
-1,918
| -0.4% | -$233K | 0.08% | 227 |
|
|
2020
Q2 | $52.5M | Buy |
434,733
+53,798
| +14% | +$6.5M | 0.09% | 203 |
|
|
2020
Q1 | $42.3M | Buy |
380,935
+51,477
| +16% | +$5.71M | 0.09% | 195 |
|
|
2019
Q4 | $44.2M | Buy |
329,458
+20,702
| +7% | +$2.77M | 0.08% | 210 |
|
|
2019
Q3 | $44.9M | Buy |
308,756
+14,155
| +5% | +$2.06M | 0.09% | 194 |
|
|
2019
Q2 | $40.6M | Buy |
294,601
+27,735
| +10% | +$3.82M | 0.09% | 204 |
|
|
2019
Q1 | $37.7M | Buy |
266,866
+43,635
| +20% | +$6.16M | 0.09% | 208 |
|
|
2018
Q4 | $25.4M | Buy |
223,231
+16,529
| +8% | +$1.88M | 0.07% | 242 |
|
|
2018
Q3 | $31.3M | Buy |
206,702
+26,009
| +14% | +$3.93M | 0.07% | 223 |
|
|
2018
Q2 | $25.2M | Sell |
180,693
-18,794
| -9% | -$2.63M | 0.07% | 236 |
|
|
2018
Q1 | $30.6M | Buy |
199,487
+41,781
| +26% | +$6.41M | 0.08% | 204 |
|
|
2017
Q4 | $24.2M | Buy |
157,706
+15,769
| +11% | +$2.42M | 0.07% | 221 |
|
|
2017
Q3 | $20.6M | Sell |
141,937
-20,567
| -13% | -$2.98M | 0.07% | 222 |
|
|
2017
Q2 | $25M | Buy |
162,504
+158,626
| +4,090% | +$24.4M | 0.09% | 190 |
|
|
2017
Q1 | $677K | Buy |
3,878
+2,638
| +213% | +$461K | ﹤0.01% | 1541 |
|
|
2016
Q4 | $207K | Buy |
+1,240
| New | +$207K | ﹤0.01% | 2456 |
|
|
2016
Q2 | – | Sell |
-309,650
| Closed | -$46.4M | – | 2783 |
|
|
2016
Q1 | $46.4M | Buy |
309,650
+24,868
| +9% | +$3.73M | 0.13% | 153 |
|
|
2015
Q4 | $38.7M | Buy |
284,782
+144,151
| +103% | +$19.6M | 0.11% | 172 |
|
|
2015
Q3 | $21M | Sell |
140,631
-3,013
| -2% | -$449K | 0.12% | 161 |
|
|
2015
Q2 | $23.7M | Sell |
143,644
-2,759
| -2% | -$454K | 0.12% | 163 |
|
|
2015
Q1 | $23.3M | Sell |
146,403
-2,434
| -2% | -$387K | 0.12% | 156 |
|
|
2014
Q4 | $23.9M | Sell |
148,837
-6,823
| -4% | -$1.09M | 0.13% | 149 |
|
|
2014
Q3 | $29.1M | Sell |
155,660
-17,997
| -10% | -$3.37M | 0.17% | 124 |
|
|
2014
Q2 | $31.5M | Sell |
173,657
-12,091
| -7% | -$2.19M | 0.18% | 117 |
|
|
2014
Q1 | $35.8M | Sell |
185,748
-47,603
| -20% | -$9.16M | 0.22% | 92 |
|
|
2013
Q4 | $43.8M | Buy |
233,351
+148
| +0.1% | +$27.8K | 0.27% | 68 |
|
|
2013
Q3 | $43.6M | Buy |
233,203
+10,027
| +4% | +$1.87M | 0.29% | 65 |
|
|
2013
Q2 | $42.7M | Buy |
+223,176
| New | +$42.7M | 0.31% | 64 |
|