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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Capital Planning's IBM Position: Q2 2026 in Review

Capital Planning opened a new position in IBM (IBM) in Q2 2026: 844 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings. This is a return to the name: Capital Planning previously reported a position in IBM as recently as Q4 2025.

Capital Planning first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capital Planning held 844 shares of IBM worth $237K as of Q2 2026.
  • IBM was a new Capital Planning position in Q2 2026.
  • IBM made up 0.07% of Capital Planning's portfolio in Q2 2026, its #82 holding.
  • Capital Planning first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.