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Center for Financial Planning’s IBM IBM Stock Holding History

Center for Financial 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 		$879K Sell
3,124
-23
-0.7% -$5.79K 0.08% 81
2026
Q1 		$763K Sell
3,147
-18
-0.6% -$4.87K 0.08% 84
2025
Q4 		$938K Buy
3,165
+151
+5% +$45.2K 0.1% 69
2025
Q3 		$851K Hold
3,014
– – 0.09% 74
2025
Q2 		$889K Buy
3,014
+95
+3% +$24.5K 0.1% 70
2025
Q1 		$726K Sell
2,919
-142
-5% -$34.7K 0.09% 75
2024
Q4 		$673K Hold
3,061
– – 0.09% 76
2024
Q3 		$677K Hold
3,061
– – 0.09% 76
2024
Q2 		$529K Sell
3,061
-134
-4% -$23.3K 0.08% 86
2024
Q1 		$610K Buy
3,195
+613
+24% +$112K 0.09% 77
2023
Q4 		$422K Hold
2,582
– – 0.08% 92
2023
Q3 		$362K Buy
2,582
+258
+11% +$36.7K 0.08% 95
2023
Q2 		$311K Sell
2,324
-266
-10% -$34.3K 0.07% 104
2023
Q1 		$340K Hold
2,590
– – 0.08% 101
2022
Q4 		$365K Buy
2,590
+100
+4% +$13.8K 0.09% 93
2022
Q3 		$296K Buy
2,490
+612
+33% +$80.3K 0.08% 97
2022
Q2 		$265K Hold
1,878
– – 0.07% 107
2022
Q1 		$244K Sell
1,878
-135
-7% -$17.6K 0.05% 122
2021
Q4 		$269K Sell
2,013
-650
-24% -$81.5K 0.06% 115
2021
Q3 		$354K Buy
2,663
+151
+6% +$20.2K 0.09% 91
2021
Q2 		$352K Sell
2,512
-314
-11% -$42.9K 0.09% 94
2021
Q1 		$360K Sell
2,826
-58
-2% -$6.94K 0.09% 94
2020
Q4 		$347K Sell
2,884
-219
-7% -$25.3K 0.1% 87
2020
Q3 		$361K Buy
3,103
+57
+2% +$6.71K 0.12% 79
2020
Q2 		$352K Sell
3,046
-73
-2% -$8.48K 0.12% 75
2020
Q1 		$331K Buy
3,119
+76
+2% +$9.61K 0.11% 76
2019
Q4 		$390K Buy
+3,043
New +$395K 0.1% 82

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Center for Financial Planning's IBM Position: Q2 2026 in Review

Center for Financial Planning reduced its IBM (IBM) stake by 0.73% in Q2 2026, selling an estimated $5.79K and leaving 3,124 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #81.

Center for Financial Planning first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $938K in Q4 2025. 1,231 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Center for Financial Planning held 3,124 shares of IBM worth $879K as of Q2 2026.
  • Center for Financial Planning sold 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #81 holding.
  • Center for Financial Planning first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's IBM position peaked at $938K in Q4 2025.
  • 1,231 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.