LPL Financial’s Ionis Pharmaceuticals IONS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Buy |
31,932
+863
| +3% | +$68.1K | ﹤0.01% | 3332 |
|
|
2025
Q4 | $2.46M | Buy |
31,069
+6,606
| +27% | +$497K | ﹤0.01% | 3201 |
|
|
2025
Q3 | $1.6M | Sell |
24,463
-409
| -2% | -$20K | ﹤0.01% | 3530 |
|
|
2025
Q2 | $983K | Buy |
24,872
+906
| +4% | +$29.6K | ﹤0.01% | 3776 |
|
|
2025
Q1 | $723K | Sell |
23,966
-16,410
| -41% | -$537K | ﹤0.01% | 3820 |
|
|
2024
Q4 | $1.41M | Sell |
40,376
-2,244
| -5% | -$83.9K | ﹤0.01% | 3193 |
|
|
2024
Q3 | $1.71M | Sell |
42,620
-8,794
| -17% | -$409K | ﹤0.01% | 2887 |
|
|
2024
Q2 | $2.45M | Sell |
51,414
-28,308
| -36% | -$1.16M | ﹤0.01% | 2428 |
|
|
2024
Q1 | $3.46M | Sell |
79,722
-7,577
| -9% | -$361K | ﹤0.01% | 2071 |
|
|
2023
Q4 | $4.42M | Buy |
87,299
+5,483
| +7% | +$263K | ﹤0.01% | 1763 |
|
|
2023
Q3 | $3.71M | Sell |
81,816
-219
| -0.3% | -$9.04K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $3.37M | Buy |
82,035
+13,041
| +19% | +$501K | ﹤0.01% | 1826 |
|
|
2023
Q1 | $2.47M | Sell |
68,994
-5,105
| -7% | -$192K | ﹤0.01% | 1977 |
|
|
2022
Q4 | $2.8M | Sell |
74,099
-641
| -0.9% | -$27K | ﹤0.01% | 1818 |
|
|
2022
Q3 | $3.31M | Sell |
74,740
-7,347
| -9% | -$310K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $3.04M | Sell |
82,087
-12,466
| -13% | -$470K | ﹤0.01% | 1715 |
|
|
2022
Q1 | $3.5M | Buy |
94,553
+5,887
| +7% | +$193K | ﹤0.01% | 1654 |
|
|
2021
Q4 | $2.7M | Buy |
88,666
+5,051
| +6% | +$159K | ﹤0.01% | 1870 |
|
|
2021
Q3 | $2.8M | Buy |
83,615
+24,299
| +41% | +$916K | ﹤0.01% | 1798 |
|
|
2021
Q2 | $2.37M | Buy |
59,316
+4,033
| +7% | +$158K | ﹤0.01% | 1836 |
|
|
2021
Q1 | $2.49M | Buy |
55,283
+2,204
| +4% | +$123K | ﹤0.01% | 1690 |
|
|
2020
Q4 | $3M | Buy |
53,079
+3,222
| +6% | +$161K | ﹤0.01% | 1413 |
|
|
2020
Q3 | $2.37M | Buy |
49,857
+3,664
| +8% | +$204K | ﹤0.01% | 1367 |
|
|
2020
Q2 | $2.72M | Sell |
46,193
-655
| -1% | -$36.4K | ﹤0.01% | 1182 |
|
|
2020
Q1 | $2.21M | Buy |
46,848
+796
| +2% | +$44.4K | ﹤0.01% | 1134 |
|
|
2019
Q4 | $2.78M | Sell |
46,052
-43
| -0.1% | -$2.56K | 0.01% | 1150 |
|
|
2019
Q3 | $2.76M | Buy |
46,095
+241
| +0.5% | +$15.7K | 0.01% | 1073 |
|
|
2019
Q2 | $2.95M | Buy |
45,854
+1,478
| +3% | +$104K | 0.01% | 1028 |
|
|
2019
Q1 | $3.6M | Sell |
44,376
-851
| -2% | -$54.9K | 0.01% | 903 |
|
|
2018
Q4 | $2.44M | Buy |
45,227
+714
| +2% | +$36.4K | 0.01% | 975 |
|
|
2018
Q3 | $2.3M | Sell |
44,513
-1,343
| -3% | -$63.1K | 0.01% | 1092 |
|
|
2018
Q2 | $1.91M | Sell |
45,856
-244
| -0.5% | -$10.8K | 0.01% | 1175 |
|
|
2018
Q1 | $2.03M | Sell |
46,100
-4,577
| -9% | -$233K | 0.01% | 1111 |
|
|
2017
Q4 | $2.55M | Buy |
50,677
+6,465
| +15% | +$355K | 0.01% | 919 |
|
|
2017
Q3 | $2.24M | Buy |
44,212
+37,083
| +520% | +$1.94M | 0.01% | 922 |
|
|
2017
Q2 | $363K | Sell |
7,129
-629
| -8% | -$29.3K | ﹤0.01% | 2135 |
|
|
2017
Q1 | $299K | Sell |
7,758
-498
| -6% | -$22.4K | ﹤0.01% | 2202 |
|
|
2016
Q4 | $391K | Sell |
8,256
-1,193
| -13% | -$47.2K | ﹤0.01% | 1954 |
|
|
2016
Q3 | $337K | Buy |
+9,449
| New | +$296K | ﹤0.01% | 2035 |
|
|
2016
Q2 | – | Sell |
-20,699
| Closed | -$880K | – | 2795 |
|
|
2016
Q1 | $880K | Sell |
20,699
-5,991
| -22% | -$243K | ﹤0.01% | 1767 |
|
|
2015
Q4 | $1.63M | Buy |
26,690
+13,503
| +102% | +$729K | ﹤0.01% | 1311 |
|
|
2015
Q3 | $547K | Sell |
13,187
-12,546
| -49% | -$649K | ﹤0.01% | 1708 |
|
|
2015
Q2 | $1.43M | Buy |
25,733
+693
| +3% | +$44.1K | 0.01% | 1109 |
|
|
2015
Q1 | $1.58M | Buy |
25,040
+2,835
| +13% | +$192K | 0.01% | 1043 |
|
|
2014
Q4 | $1.37M | Buy |
22,205
+761
| +4% | +$37.6K | 0.01% | 1096 |
|
|
2014
Q3 | $812K | Buy |
21,444
+6,729
| +46% | +$238K | ﹤0.01% | 1417 |
|
|
2014
Q2 | $507K | Buy |
14,715
+2,156
| +17% | +$67.9K | ﹤0.01% | 1792 |
|
|
2014
Q1 | $543K | Buy |
12,559
+3,900
| +45% | +$189K | ﹤0.01% | 1674 |
|
|
2013
Q4 | $345K | Buy |
+8,659
| New | +$309K | ﹤0.01% | 2009 |
|
Other funds holding IONS
VPM
VCM
LPL Financial's IONS Position: Q1 2026 in Review
LPL Financial increased its Ionis Pharmaceuticals (IONS) stake by 2.8% in Q1 2026, buying an estimated $68.1K and bringing the position to 31,932 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3332.
LPL Financial first reported a position in IONS in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.42M in Q4 2023. 493 funds tracked by Wall St. Rank hold IONS as of Q1 2026.
- LPL Financial held 31,932 shares of Ionis Pharmaceuticals worth $2.4M as of Q1 2026.
- LPL Financial bought 863 Ionis Pharmaceuticals shares in Q1 2026, an estimated $68.1K.
- Ionis Pharmaceuticals made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3332 holding.
- LPL Financial first reported a position in Ionis Pharmaceuticals in Q4 2013 and has held it in 49 quarters since.
- LPL Financial's Ionis Pharmaceuticals position peaked at $4.42M in Q4 2023.
- 493 funds tracked by Wall St. Rank held Ionis Pharmaceuticals as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.