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 Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$483,808,258

-$111,257,785 QoQ

Shares Held

1,995,991

-0.6% QoQ

Ownership

0.212%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5.631889121744537.ToString("F0")% Shared 0.ToString("F0")% None 94.36811087825546.ToString("F0")%

Common Shares in IBM Over Time

Shares Held

Position Value (USD)

Derivatives in IBM

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$2,254,227

PutShares

9,300

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 Mar 31, 2026

LPL Financial LLC holds $837,533,357 across 41 Information Technology Services names. IBM ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	1,995,991	$483,808,258
2	ACN	Accenture plc	583,488	$115,699,835
3	BR	Broadridge Financial Solutions, Inc.	352,969	$57,350,403
4	CACI	Caci International Inc /De/	40,057	$21,785,800
5	LDOS	Leidos Holdings, Inc.	130,167	$20,243,571
6	CTSH	Cognizant Technology Solutions Corp	322,479	$19,784,086
7	JKHY	Jack Henry & Associates Inc	124,035	$19,602,491
8	APLD	Applied Digital Corp.	656,588	$15,587,399

All Filings in IBM

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,254,227	9,300	-99.5%	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	+18675.1%	Shares	Sole	2026-02-11
2025-12-31	$3,169,447	10,700	-99.4%	Put	Sole	2026-02-11
2025-09-30	$524,887,011	1,860,246	+25736.8%	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	-99.8%	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	+39015.0%	Shares	Sole	2025-05-07
2025-03-31	$895,176	3,600	-99.7%	Put	Sole	2025-05-07
2024-12-31	$289,139,980	1,315,289	+22975.2%	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	-99.5%	Put	Sole	2024-11-08
2024-09-30	$273,785,472	1,238,400	+11694.3%	Shares	Sole	2024-11-08
2024-06-30	$1,815,975	10,500	-99.1%	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	+7371980.0%	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	-99.6%	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	$86,316,194	649,872	+4.4%	Shares	Sole	2021-11-15
2021-06-30	$87,207,874	622,276	+5.4%	Shares	Sole	2021-08-13
2021-03-31	$75,226,278	590,475	+11.4%	Shares	Sole	2021-05-14
2020-12-31	$63,764,976	529,855	+22.4%	Shares	Sole	2021-02-12
2020-09-30	$50,344,737	432,815	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$50,193,793	434,733	+14.1%	Shares	Sole	2020-08-13
2020-03-31	$40,398,766	380,935	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.