Superior Planning, LLC’s IBM IBM Stock Holding History

Superior Planning, LLC’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 Q3	$58.5K	Buy	+266	New	+$63.2K	0.02%	336

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's IBM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in IBM (IBM) in Q3 2026: 266 shares worth $58.5K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings.

2,650 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Superior Planning, LLC held 266 shares of IBM worth $58.5K as of Q3 2026.
IBM was a new Superior Planning, LLC position in Q3 2026.
IBM made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #336 holding.
2,650 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.