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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
Q2 		$7.21M Sell
25,656
-1,311
-5% -$330K 0.09% 208
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 $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

Principal Securities's IBM Position: Q2 2026 in Review

Principal Securities reduced its IBM (IBM) stake by 4.9% in Q2 2026, selling an estimated $330K and leaving 25,656 shares worth $7.21M. The position accounts for 0.09% of the portfolio, ranked #208.

Principal Securities first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.54M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Principal Securities held 25,656 shares of IBM worth $7.21M as of Q2 2026.
  • Principal Securities sold 1,311 IBM shares in Q2 2026, an estimated $330K.
  • IBM made up 0.09% of Principal Securities's portfolio in Q2 2026, its #208 holding.
  • Principal Securities first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's IBM position peaked at $7.54M in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.