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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return