LPL Financial LLC

Position in IBM — International Business Machines Corp

CIK 1403438 FORT MILL, SC

Back to IBM Full portfolio

Position in IBM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$583,606,923

+$99,798,665 QoQ

Shares Held

2,075,342

+4.0% QoQ

Ownership

0.220%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#43

of 3,616 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Jun 30, 2026

CallValue

$703,025

CallShares

2,500

PutValue

$2,024,712

PutShares

7,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Information Technology Services

Technology · as of Jun 30, 2026

LPL Financial LLC holds $896,296,163 across 40 Information Technology Services names. IBM ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	2,075,342	$583,606,923
2	ACN	Accenture plc	733,631	$91,293,041
3	BR	Broadridge Financial Solutions, Inc.	344,470	$47,175,166
4	APLD	Applied Digital Corp.	774,706	$28,896,533
5	JKHY	Jack Henry & Associates Inc	107,483	$14,804,708
6	CACI	Caci International Inc /De/	30,398	$14,082,177
7	LDOS	Leidos Holdings, Inc.	135,254	$13,927,104
8	FIS	Fidelity National Information Services, Inc.	300,970	$11,701,713

All Filings in IBM

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,606,923	2,075,342	+4.0%	Shares	Sole	2026-08-07
2026-06-30	$2,024,712	7,200	-22.6%	Put	Sole	2026-08-07
2026-06-30	$703,025	2,500	—	Call	Sole	2026-08-07
2026-03-31	$2,254,227	9,300	-13.1%	Put	Sole	2026-05-06
2026-03-31	$483,808,258	1,995,991	-0.6%	Shares	Sole	2026-05-06
2025-12-31	$595,066,043	2,008,933	+8.0%	Shares	Sole	2026-02-11
2025-12-31	$3,169,447	10,700	+48.6%	Put	Sole	2026-02-11
2025-09-30	$524,887,011	1,860,246	+11.7%	Shares	Sole	2025-11-12
2025-09-30	$2,031,552	7,200	+111.8%	Put	Sole	2025-11-12
2025-06-30	$1,002,252	3,400	-5.6%	Put	Sole	2025-08-12
2025-06-30	$491,143,864	1,666,137	+18.3%	Shares	Sole	2025-08-12
2025-03-31	$350,148,092	1,408,140	+7.1%	Shares	Sole	2025-05-07
2025-03-31	$895,176	3,600	-36.8%	Put	Sole	2025-05-07
2024-12-31	$289,139,980	1,315,289	+6.2%	Shares	Sole	2025-02-11
2024-12-31	$1,253,031	5,700	-8.1%	Put	Sole	2025-02-11
2024-09-30	$1,370,696	6,200	-41.0%	Put	Sole	2024-11-08
2024-09-30	$273,785,472	1,238,400	+2.7%	Shares	Sole	2024-11-08
2024-06-30	$1,815,975	10,500	+69900.0%	Put	Sole	2024-08-07
2024-06-30	$208,482,231	1,205,448	+9.0%	Shares	Sole	2024-08-07
2024-03-31	$211,165,859	1,105,812	+1.3%	Shares	Sole	2024-05-10
2024-03-31	$2,864	15	-99.7%	Put	Sole	2024-05-10
2023-12-31	$801,395	4,900	—	Put	Sole	2024-02-14
2023-12-31	$178,523,002	1,091,550	+3.0%	Shares	Sole	2024-02-14
2023-09-30	$148,616,282	1,059,275	+8.2%	Shares	Sole	2023-11-13
2023-06-30	$131,028,223	979,211	+5.4%	Shares	Sole	2023-07-31
2023-03-31	$121,747,740	928,734	+3.2%	Shares	Sole	2023-05-10
2022-12-31	$126,843,548	900,302	+2.8%	Shares	Sole	2023-02-07
2022-09-30	$104,091,698	876,119	+9.2%	Shares	Sole	2022-11-14
2022-06-30	$113,292,409	802,411	+8.6%	Shares	Sole	2022-08-12
2022-03-31	$96,056,175	738,780	+8.2%	Shares	Sole	2022-05-16
2021-12-31	$91,263,048	682,800	+5.1%	Shares	Sole	2022-02-14
2021-09-30	$90,286,738	649,872	+4.4%	Shares	Sole	2021-11-15
2021-06-30	$91,219,436	622,276	+5.4%	Shares	Sole	2021-08-13
2021-03-31	$78,686,687	590,475	+11.4%	Shares	Sole	2021-05-14
2020-12-31	$66,698,164	529,855	+22.4%	Shares	Sole	2021-02-12
2020-09-30	$52,660,595	432,815	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$52,502,708	434,733	+14.1%	Shares	Sole	2020-08-13
2020-03-31	$42,257,109	380,935	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.