Capital Planning
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Capital Planning’s IBM IBM Stock Holding History

Capital Planning’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
Q3 		– Sell
-844
Closed -$237K – 88
2026
Q2 		$237K Buy
+844
New +$213K 0.07% 82
2026
Q1 		– Sell
-767
Closed -$224K – 85
2025
Q4 		$224K Hold
767
– – 0.06% 81
2025
Q3 		$216K Hold
767
– – 0.06% 78
2025
Q2 		$226K Buy
+767
New +$198K 0.07% 75

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Planning's IBM Position: Q3 2026 in Review

Capital Planning sold out of IBM (IBM) in Q3 2026, closing a stake of 844 shares — an estimated $237K sold.

Capital Planning first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $237K in Q2 2026. 1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Capital Planning reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 844 IBM shares in Q3 2026, an estimated $237K.
  • Capital Planning first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Capital Planning's IBM position peaked at $237K in Q2 2026.
  • 1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.