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CFC Planning Company’s IBM IBM Stock Holding History

CFC Planning Company’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 		$3.97M Buy
14,120
+1,305
+10% +$329K 2.32% 15
2026
Q1 		$3.11M Buy
12,815
+2,745
+27% +$743K 2.22% 16
2025
Q4 		$2.98M Buy
10,070
+1,168
+13% +$350K 2.27% 13
2025
Q3 		$2.51M Buy
8,902
+624
+8% +$163K 2.06% 22
2025
Q2 		$2.44M Buy
8,278
+488
+6% +$126K 2.3% 12
2025
Q1 		$1.94M Buy
7,790
+746
+11% +$182K 2.07% 17
2024
Q4 		$1.55M Buy
+7,044
New +$1.57M 1.66% 29

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

CFC Planning Company's IBM Position: Q2 2026 in Review

CFC Planning Company increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $329K and bringing the position to 14,120 shares worth $3.97M. The position accounts for 2.32% of the portfolio, ranked #15.

CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CFC Planning Company held 14,120 shares of IBM worth $3.97M as of Q2 2026.
  • CFC Planning Company bought 1,305 IBM shares in Q2 2026, an estimated $329K.
  • IBM made up 2.32% of CFC Planning Company's portfolio in Q2 2026, its #15 holding.
  • CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.