The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.

StocksUpdated×2•Originally published 26 April 2026•Updated 28 April 2026•

1 min read

Vanguard Rebalances Q4 Portfolio with Increased Stakes in IBM and UnitedHealth

Key Facts

1Vanguard Group increased its stake in IBM by 1.5%, purchasing an additional 1.4 million shares.

2Vanguard increased its holdings in UnitedHealth Group by 995,210 shares, making it the 29th largest position.

3Vanguard reduced its stake in Lockheed Martin by 0.1% and sold 202,187 shares of Howmet Aerospace.

Vanguard Group executed significant portfolio rebalancing during Q4, increasing its stakes in IBM by 1.4 million shares and bolstering its position in UnitedHealth Group. The asset manager also expanded its real estate footprint by acquiring over 2.3 million additional shares of Ventas. Conversely, Vanguard trimmed its exposure to the defense sector by reducing its Lockheed Martin holding, a trend mirrored by RMR Wealth Builders. New filings show RMR Wealth Builders sold 4,101 shares of Lockheed Martin, drastically reducing its position to just 541 shares. The remaining stake is valued at approximately $262,000, signaling a broader institutional pivot away from aerospace and defense. These adjustments reflect updated fiscal guidance and sector-specific sentiment shifts.

about 1 month ago

Version History

Version 2about 1 month ago

What changed: Updated the story to include new data regarding RMR Wealth Builders significantly reducing its stake in Lockheed Martin, reinforcing the trend of institutional selling in the defense sector.

Version 1about 1 month ago

What changed: Added information regarding Vanguard trimming its position in Fortinet (FTNT) by 2.4% while maintaining a significant overall stake.