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Consolidated Planning Corp’s IBM IBM Stock Holding History

Consolidated Planning Corp’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 		$2.53M Buy
8,982
+138
+2% +$34.8K 0.34% 51
2026
Q1 		$2.14M Sell
8,844
-25,071
-74% -$6.78M 0.35% 55
2025
Q4 		$10M Sell
33,915
-767
-2% -$230K 1.01% 23
2025
Q3 		$9.79M Buy
34,682
+8,258
+31% +$2.16M 1.03% 22
2025
Q2 		$7.79M Buy
26,424
+473
+2% +$122K 0.98% 33
2025
Q1 		$6.45M Buy
25,951
+1,038
+4% +$254K 0.89% 34
2024
Q4 		$5.48M Buy
24,913
+766
+3% +$171K 0.75% 45
2024
Q3 		$5.34M Buy
+24,147
New +$4.73M 0.79% 45
2024
Q2 		– Sell
-42,850
Closed -$8.18M – 195
2024
Q1 		$8.18M Buy
42,850
+41,433
+2,924% +$7.56M 1.4% 20
2023
Q4 		$232K Buy
+1,417
New +$214K 0.04% 150
2023
Q3 		– Sell
-1,880
Closed -$252K – 161
2023
Q2 		$252K Buy
1,880
+173
+10% +$22.3K 0.05% 143
2023
Q1 		$224K Buy
+1,707
New +$228K 0.06% 111
2021
Q4 		– Sell
-376
Closed -$50K – 231
2021
Q3 		$50K Buy
+376
New +$50.3K 0.03% 167

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

Consolidated Planning Corp's IBM Position: Q2 2026 in Review

Consolidated Planning Corp increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $34.8K and bringing the position to 8,982 shares worth $2.53M. The position accounts for 0.34% of the portfolio, ranked #51.

Consolidated Planning Corp first reported a position in IBM in Q3 2021 and has held it in 13 quarters since. The position peaked at $10M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Consolidated Planning Corp held 8,982 shares of IBM worth $2.53M as of Q2 2026.
  • Consolidated Planning Corp bought 138 IBM shares in Q2 2026, an estimated $34.8K.
  • IBM made up 0.34% of Consolidated Planning Corp's portfolio in Q2 2026, its #51 holding.
  • Consolidated Planning Corp first reported a position in IBM in Q3 2021 and has held it in 13 quarters since.
  • Consolidated Planning Corp's IBM position peaked at $10M in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.