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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
Q2 		$440K Buy
1,564
+1
+0.1% +$252 0.28% 51
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Inc's IBM Position: Q2 2026 in Review

Asset Planning Inc increased its IBM (IBM) stake by 0.06% in Q2 2026, buying an estimated $252 and bringing the position to 1,564 shares worth $440K. The position accounts for 0.28% of the portfolio, ranked #51.

Asset Planning Inc first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Asset Planning Inc held 1,564 shares of IBM worth $440K as of Q2 2026.
  • Asset Planning Inc bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.28% of Asset Planning Inc's portfolio in Q2 2026, its #51 holding.
  • Asset Planning Inc first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's IBM position peaked at $462K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.