Capasso Planning Partners’s IBM IBM Stock Holding History

Capasso Planning Partners’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	$287K	Hold	1,184	–	–	0.15%	64
2025 Q4	$351K	Hold	1,184	–	–	0.19%	58
2025 Q3	$334K	Sell	1,184 -12	-1%	-$3.14K	0.2%	54
2025 Q2	$353K	Sell	1,196 -6	-0.5%	-$1.55K	0.2%	59
2025 Q1	$299K	Hold	1,202	–	–	0.13%	86
2024 Q4	$264K	Sell	1,202 -3,535	-75%	-$787K	0.11%	92
2024 Q3	$1.05M	Buy	4,737 +1,144	+32%	+$224K	0.31%	58
2024 Q2	$621K	Sell	3,593 -79	-2%	-$13.7K	0.2%	74
2024 Q1	$701K	Buy	3,672 +24	+0.7%	+$4.38K	0.29%	48
2023 Q4	$597K	Buy	3,648 +8	+0.2%	+$1.21K	0.28%	51
2023 Q3	$511K	Buy	3,640 +9	+0.2%	+$1.28K	0.27%	50
2023 Q2	$486K	Buy	3,631 +11	+0.3%	+$1.42K	0.26%	55
2023 Q1	$475K	Sell	3,620 -54	-1%	-$7.22K	0.28%	56
2022 Q4	$518K	Buy	3,674 +14	+0.4%	+$1.93K	0.33%	51
2022 Q3	$435K	Buy	3,660 +25	+0.7%	+$3.28K	0.3%	55
2022 Q2	$513K	Sell	3,635 -47	-1%	-$6.34K	0.36%	50
2022 Q1	$479K	Buy	3,682 +51	+1%	+$6.65K	0.34%	50
2021 Q4	$485K	Buy	+3,631	New	+$455K	0.35%	49

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capasso Planning Partners's IBM Position: Q1 2026 in Review

Capasso Planning Partners held its IBM (IBM) position steady in Q1 2026 at 1,184 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #64.

Capasso Planning Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Capasso Planning Partners held 1,184 shares of IBM worth $287K as of Q1 2026.
Capasso Planning Partners left its IBM share count unchanged in Q1 2026.
IBM made up 0.15% of Capasso Planning Partners's portfolio in Q1 2026, its #64 holding.
Capasso Planning Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Capasso Planning Partners's IBM position peaked at $1.05M in Q3 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.