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
Q2 		$2.02M Sell
7,200
-2,100
-23% -$529K ﹤0.01% 3725
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
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.