LPL Financial’s IBM IBM Stock Holding History

LPL Financial’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	$703K	Buy	+2,500	New	+$630K	﹤0.01%	4740

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial's IBM Position: Q2 2026 in Review

LPL Financial increased its IBM (IBM) stake by 4% in Q2 2026, buying an estimated $20M and bringing the position to 2,075,342 shares worth $584M. The position accounts for 0.13% of the portfolio, ranked #155.

LPL Financial first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $595M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LPL Financial held 2,075,342 shares of IBM worth $584M as of Q2 2026.
LPL Financial bought 79,351 IBM shares in Q2 2026, an estimated $20M.
IBM made up 0.13% of LPL Financial's portfolio in Q2 2026, its #155 holding.
LPL Financial first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
LPL Financial's IBM position peaked at $595M in Q4 2025.
3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.