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Comprehensive Financial Planning’s IBM IBM Stock Holding History

Comprehensive 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
Q1 		$4.37K Hold
18
– – ﹤0.01% 313
2025
Q4 		$5.33K Buy
18
+2
+13% +$599 ﹤0.01% 301
2025
Q3 		$4.51K Hold
16
– – ﹤0.01% 279
2025
Q2 		$4.72K Hold
16
– – ﹤0.01% 265
2025
Q1 		$3.98K Sell
16
-5
-24% -$1.22K ﹤0.01% 259
2024
Q4 		$4.68K Buy
+21
New +$4.68K ﹤0.01% 281

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Comprehensive Financial Planning's IBM Position: Q1 2026 in Review

Comprehensive Financial Planning held its IBM (IBM) position steady in Q1 2026 at 18 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Comprehensive Financial Planning first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.33K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Comprehensive Financial Planning held 18 shares of IBM worth $4.37K as of Q1 2026.
  • Comprehensive Financial Planning left its IBM share count unchanged in Q1 2026.
  • IBM made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #313 holding.
  • Comprehensive Financial Planning first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's IBM position peaked at $5.33K in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.