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 Q3	$3.33M	Buy	15,119 +999	+7%	+$237K	1.79%	20
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CFC Planning Company's IBM Position: Q3 2026 in Review

CFC Planning Company increased its IBM (IBM) stake by 7.1% in Q3 2026, buying an estimated $237K and bringing the position to 15,119 shares worth $3.33M. The position accounts for 1.79% of the portfolio, ranked #20.

CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.97M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

CFC Planning Company held 15,119 shares of IBM worth $3.33M as of Q3 2026.
CFC Planning Company bought 999 IBM shares in Q3 2026, an estimated $237K.
IBM made up 1.79% of CFC Planning Company's portfolio in Q3 2026, its #20 holding.
CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
CFC Planning Company's IBM position peaked at $3.97M in Q2 2026.
1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.