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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFC Planning Company's IBM Position: Q1 2026 in Review

CFC Planning Company increased its IBM (IBM) stake by 27% in Q1 2026, buying an estimated $743K and bringing the position to 12,815 shares worth $3.11M. The position accounts for 2.22% of the portfolio, ranked #16.

CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

CFC Planning Company held 12,815 shares of IBM worth $3.11M as of Q1 2026.
CFC Planning Company bought 2,745 IBM shares in Q1 2026, an estimated $743K.
IBM made up 2.22% of CFC Planning Company's portfolio in Q1 2026, its #16 holding.
CFC Planning Company first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.