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Asset Planning Inc’s IBM IBM Stock Holding History

Asset Planning Inc’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
Q1 		$379K Buy
1,563
+2
+0.1% +$541 0.27% 53
2025
Q4 		$462K Buy
1,561
+1
+0.1% +$299 0.32% 48
2025
Q3 		$440K Buy
1,560
+1
+0.1% +$262 0.32% 51
2025
Q2 		$459K Sell
1,559
-173
-10% -$44.6K 0.35% 47
2025
Q1 		$431K Buy
1,732
+1
+0.1% +$245 0.34% 46
2024
Q4 		$381K Buy
+1,731
New +$386K 0.29% 56

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Inc's IBM Position: Q1 2026 in Review

Asset Planning Inc increased its IBM (IBM) stake by 0.13% in Q1 2026, buying an estimated $541 and bringing the position to 1,563 shares worth $379K. The position accounts for 0.27% of the portfolio, ranked #53.

Asset Planning Inc first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $462K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Asset Planning Inc held 1,563 shares of IBM worth $379K as of Q1 2026.
  • Asset Planning Inc bought 2 IBM shares in Q1 2026, an estimated $541.
  • IBM made up 0.27% of Asset Planning Inc's portfolio in Q1 2026, its #53 holding.
  • Asset Planning Inc first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's IBM position peaked at $462K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.