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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
Q2 		$333K Hold
1,184
– – 0.17% 63
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
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

Capasso Planning Partners's IBM Position: Q2 2026 in Review

Capasso Planning Partners held its IBM (IBM) position steady in Q2 2026 at 1,184 shares worth $333K. The position accounts for 0.17% of the portfolio, ranked #63.

Capasso Planning Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q3 2024. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capasso Planning Partners held 1,184 shares of IBM worth $333K as of Q2 2026.
  • Capasso Planning Partners left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.17% of Capasso Planning Partners's portfolio in Q2 2026, its #63 holding.
  • Capasso Planning Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's IBM position peaked at $1.05M in Q3 2024.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.