LPL Financial
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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
Q1 		$2.25M Sell
9,300
-1,400
-13% -$379K ﹤0.01% 3391
2025
Q4 		$3.17M Buy
10,700
+3,500
+49% +$1.05M ﹤0.01% 2949
2025
Q3 		$2.03M Buy
7,200
+3,800
+112% +$995K ﹤0.01% 3305
2025
Q2 		$1M Sell
3,400
-200
-6% -$51.5K ﹤0.01% 3754
2025
Q1 		$895K Sell
3,600
-2,100
-37% -$514K ﹤0.01% 3653
2024
Q4 		$1.25M Sell
5,700
-500
-8% -$111K ﹤0.01% 3296
2024
Q3 		$1.37M Sell
6,200
-4,300
-41% -$843K ﹤0.01% 3094
2024
Q2 		$1.82M Buy
10,500
+10,485
+69,900% +$1.82M ﹤0.01% 2685
2024
Q1 		$286K Sell
15
-4,885
-100% -$891K ﹤0.01% 4238
2023
Q4 		$801K Buy
+4,900
New +$740K ﹤0.01% 3257

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.