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Principal Securities’s IBM IBM Stock Holding History

Principal Securities’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 		$6.54M Buy
26,967
+1,511
+6% +$409K 0.1% 200
2025
Q4 		$7.54M Buy
25,456
+2,367
+10% +$709K 0.12% 165
2025
Q3 		$6.51M Buy
23,089
+1,365
+6% +$357K 0.11% 179
2025
Q2 		$6.4M Buy
21,724
+4,151
+24% +$1.07M 0.12% 160
2025
Q1 		$3.86M Hold
17,573
– – 0.09% 229
2024
Q4 		$3.86M Buy
17,573
+1,946
+12% +$433K 0.09% 227
2024
Q3 		$3.45M Sell
15,627
-10,283
-40% -$2.02M 0.08% 229
2024
Q2 		$4.48M Buy
25,910
+5,346
+26% +$929K 0.12% 155
2024
Q1 		$3.93M Buy
20,564
+5,446
+36% +$994K 0.12% 162
2023
Q4 		$2.47M Buy
+15,118
New +$2.28M 0.09% 213

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 Securities's IBM Position: Q1 2026 in Review

Principal Securities increased its IBM (IBM) stake by 5.9% in Q1 2026, buying an estimated $409K and bringing the position to 26,967 shares worth $6.54M. The position accounts for 0.1% of the portfolio, ranked #200.

Principal Securities first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.54M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Principal Securities held 26,967 shares of IBM worth $6.54M as of Q1 2026.
  • Principal Securities bought 1,511 IBM shares in Q1 2026, an estimated $409K.
  • IBM made up 0.1% of Principal Securities's portfolio in Q1 2026, its #200 holding.
  • Principal Securities first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's IBM position peaked at $7.54M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.