Abacus Planning Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
3,575
+49
| +1% | +$12.3K | 0.12% | 93 |
|
|
2026
Q1 | $855K | Sell |
3,526
-64
| -2% | -$17.3K | 0.12% | 95 |
|
|
2025
Q4 | $1.06M | Buy |
3,590
+125
| +4% | +$37.4K | 0.14% | 80 |
|
|
2025
Q3 | $978K | Sell |
3,465
-7
| -0.2% | -$1.83K | 0.13% | 85 |
|
|
2025
Q2 | $1.02M | Buy |
3,472
+70
| +2% | +$18K | 0.15% | 80 |
|
|
2025
Q1 | $846K | Buy |
3,402
+123
| +4% | +$30.1K | 0.15% | 85 |
|
|
2024
Q4 | $721K | Buy |
3,279
+8
| +0.2% | +$1.78K | 0.13% | 88 |
|
|
2024
Q3 | $723K | Buy |
3,271
+261
| +9% | +$51.2K | 0.13% | 87 |
|
|
2024
Q2 | $521K | Buy |
3,010
+42
| +1% | +$7.3K | 0.1% | 103 |
|
|
2024
Q1 | $567K | Sell |
2,968
-45
| -1% | -$8.21K | 0.11% | 99 |
|
|
2023
Q4 | $493K | Buy |
3,013
+140
| +5% | +$21.2K | 0.1% | 105 |
|
|
2023
Q3 | $403K | Buy |
2,873
+10
| +0.3% | +$1.42K | 0.1% | 113 |
|
|
2023
Q2 | $383K | Hold |
2,863
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $375K | Hold |
2,863
| – | – | 0.1% | 117 |
|
|
2022
Q4 | $403K | Buy |
2,863
+479
| +20% | +$66.1K | 0.11% | 118 |
|
|
2022
Q3 | $283K | Sell |
2,384
-179
| -7% | -$23.5K | 0.09% | 132 |
|
|
2022
Q2 | $362K | Sell |
2,563
-526
| -17% | -$71K | 0.11% | 123 |
|
|
2022
Q1 | $402K | Sell |
3,089
-13
| -0.4% | -$1.7K | 0.11% | 129 |
|
|
2021
Q4 | $415K | Sell |
3,102
-142
| -4% | -$17.8K | 0.11% | 130 |
|
|
2021
Q3 | $431K | Hold |
3,244
| – | – | 0.14% | 110 |
|
|
2021
Q2 | $455K | Sell |
3,244
-143
| -4% | -$19.6K | 0.14% | 107 |
|
|
2021
Q1 | $431K | Buy |
3,387
+171
| +5% | +$20.5K | 0.14% | 107 |
|
|
2020
Q4 | $387K | Sell |
3,216
-104
| -3% | -$12K | 0.12% | 113 |
|
|
2020
Q3 | $386K | Buy |
3,320
+130
| +4% | +$15.3K | 0.14% | 99 |
|
|
2020
Q2 | $368K | Sell |
3,190
-325
| -9% | -$37.7K | 0.15% | 98 |
|
|
2020
Q1 | $373K | Sell |
3,515
-943
| -21% | -$119K | 0.18% | 94 |
|
|
2019
Q4 | $571K | Buy |
4,458
+347
| +8% | +$45.1K | 0.26% | 77 |
|
|
2019
Q3 | $572K | Buy |
4,111
+76
| +2% | +$10.3K | 0.28% | 73 |
|
|
2019
Q2 | $532K | Buy |
4,035
+711
| +21% | +$93.4K | 0.32% | 74 |
|
|
2019
Q1 | $448K | Buy |
3,324
+619
| +23% | +$78.9K | 0.28% | 80 |
|
|
2018
Q4 | $294K | Buy |
2,705
+2
| +0.1% | +$240 | 0.22% | 103 |
|
|
2018
Q3 | $390K | Hold |
2,703
| – | – | 0.26% | 86 |
|
|
2018
Q2 | $360K | Sell |
2,703
-116
| -4% | -$16.2K | 0.27% | 88 |
|
|
2018
Q1 | $413K | Buy |
2,819
+374
| +15% | +$56.6K | 0.34% | 71 |
|
|
2017
Q4 | $359K | Buy |
+2,445
| New | +$356K | 0.36% | 61 |
|
Other funds holding IBM
ECSS
Abacus Planning Group's IBM Position: Q2 2026 in Review
Abacus Planning Group increased its IBM (IBM) stake by 1.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,575 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #93.
Abacus Planning Group first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.06M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Abacus Planning Group held 3,575 shares of IBM worth $1.01M as of Q2 2026.
- Abacus Planning Group bought 49 IBM shares in Q2 2026, an estimated $12.3K.
- IBM made up 0.12% of Abacus Planning Group's portfolio in Q2 2026, its #93 holding.
- Abacus Planning Group first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Abacus Planning Group's IBM position peaked at $1.06M in Q4 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.