Principal Financial Group
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Principal Financial Group’s IBM IBM Stock Holding History

Principal Financial Group’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 		$258M Sell
1,065,505
-7,366
-0.7% -$1.99M 0.14% 150
2025
Q4 		$318M Buy
1,072,871
+38,803
+4% +$11.6M 0.16% 132
2025
Q3 		$292M Sell
1,034,068
-4,770
-0.5% -$1.25M 0.15% 137
2025
Q2 		$306M Sell
1,038,838
-37,172
-3% -$9.58M 0.16% 133
2025
Q1 		$268M Sell
1,076,010
-4,871
-0.5% -$1.19M 0.15% 138
2024
Q4 		$238M Sell
1,080,881
-13,225
-1% -$2.95M 0.13% 150
2024
Q3 		$242M Buy
1,094,106
+46,951
+4% +$9.21M 0.13% 148
2024
Q2 		$181M Sell
1,047,155
-18,340
-2% -$3.19M 0.11% 168
2024
Q1 		$203M Buy
1,065,495
+17,239
+2% +$3.14M 0.12% 159
2023
Q4 		$171M Sell
1,048,256
-2,488
-0.2% -$376K 0.11% 171
2023
Q3 		$147M Sell
1,050,744
-3,497
-0.3% -$498K 0.11% 179
2023
Q2 		$141M Sell
1,054,241
-32,250
-3% -$4.16M 0.1% 191
2023
Q1 		$142M Buy
1,086,491
+10,293
+1% +$1.38M 0.1% 190
2022
Q4 		$152M Sell
1,076,198
-28,461
-3% -$3.93M 0.11% 187
2022
Q3 		$131M Sell
1,104,659
-15,517
-1% -$2.04M 0.1% 195
2022
Q2 		$158M Buy
1,120,176
+75,896
+7% +$10.2M 0.12% 188
2022
Q1 		$136M Sell
1,044,280
-9,708
-0.9% -$1.27M 0.09% 217
2021
Q4 		$141M Sell
1,053,988
-73,434
-7% -$9.21M 0.08% 216
2021
Q3 		$150M Sell
1,127,422
-12,562
-1% -$1.68M 0.1% 205
2021
Q2 		$160M Buy
1,139,984
+46,969
+4% +$6.42M 0.1% 195
2021
Q1 		$139M Sell
1,093,015
-99,693
-8% -$11.9M 0.1% 208
2020
Q4 		$144M Sell
1,192,708
-71,974
-6% -$8.32M 0.11% 199
2020
Q3 		$147M Sell
1,264,682
-70,073
-5% -$8.25M 0.12% 179
2020
Q2 		$154M Sell
1,334,755
-218,959
-14% -$25.4M 0.14% 172
2020
Q1 		$165M Buy
1,553,714
+27,041
+2% +$3.42M 0.18% 146
2019
Q4 		$196M Sell
1,526,673
-15,787
-1% -$2.05M 0.16% 167
2019
Q3 		$214M Sell
1,542,460
-35,082
-2% -$4.73M 0.19% 138
2019
Q2 		$208M Sell
1,577,542
-53,504
-3% -$7.03M 0.19% 134
2019
Q1 		$220M Buy
1,631,046
+2,143
+0.1% +$273K 0.21% 126
2018
Q4 		$177M Sell
1,628,903
-28,757
-2% -$3.45M 0.19% 127
2018
Q3 		$240M Buy
1,657,660
+137,194
+9% +$19.2M 0.21% 117
2018
Q2 		$203M Sell
1,520,466
-5,001
-0.3% -$697K 0.19% 132
2018
Q1 		$224M Sell
1,525,467
-1,654
-0.1% -$250K 0.21% 112
2017
Q4 		$224M Buy
1,527,121
+114,635
+8% +$16.7M 0.21% 114
2017
Q3 		$196M Sell
1,412,486
-73,784
-5% -$10.3M 0.19% 126
2017
Q2 		$219M Buy
1,486,270
+53,799
+4% +$8.11M 0.22% 112
2017
Q1 		$238M Buy
1,432,471
+22,685
+2% +$3.8M 0.29% 83
2016
Q4 		$224M Sell
1,409,786
-16,771
-1% -$2.55M 0.28% 83
2016
Q3 		$217M Sell
1,426,557
-1,269
-0.1% -$193K 0.29% 84
2016
Q2 		$207M Buy
1,427,826
+45,905
+3% +$6.57M 0.29% 89
2016
Q1 		$200M Buy
1,381,921
+36,719
+3% +$4.69M 0.29% 84
2015
Q4 		$177M Buy
1,345,202
+33,121
+3% +$4.45M 0.26% 98
2015
Q3 		$182M Buy
1,312,081
+26,977
+2% +$3.98M 0.29% 92
2015
Q2 		$200M Buy
1,285,104
+7,651
+0.6% +$1.23M 0.3% 81
2015
Q1 		$196M Buy
1,277,453
+28,302
+2% +$4.29M 0.29% 84
2014
Q4 		$192M Sell
1,249,151
-76,180
-6% -$12.1M 0.3% 83
2014
Q3 		$241M Buy
1,325,331
+2,783
+0.2% +$507K 0.41% 42
2014
Q2 		$229M Sell
1,322,548
-54,655
-4% -$9.84M 0.39% 46
2014
Q1 		$253M Sell
1,377,203
-7,797
-0.6% -$1.37M 0.45% 29
2013
Q4 		$248M Sell
1,385,000
-51,958
-4% -$8.96M 0.46% 26
2013
Q3 		$254M Buy
1,436,958
+20,352
+1% +$3.7M 0.53% 23
2013
Q2 		$259M Buy
+1,416,606
New +$276M 0.57% 19

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

Principal Financial Group's IBM Position: Q1 2026 in Review

Principal Financial Group reduced its IBM (IBM) stake by 0.69% in Q1 2026, selling an estimated $1.99M and leaving 1,065,505 shares worth $258M. The position accounts for 0.14% of the portfolio, ranked #150.

Principal Financial Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $318M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Principal Financial Group held 1,065,505 shares of IBM worth $258M as of Q1 2026.
  • Principal Financial Group sold 7,366 IBM shares in Q1 2026, an estimated $1.99M.
  • IBM made up 0.14% of Principal Financial Group's portfolio in Q1 2026, its #150 holding.
  • Principal Financial Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's IBM position peaked at $318M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.