Consolidated Planning Corp
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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
Q3 		– Sell
-8,982
Closed -$2.53M – 191
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 		$9.8M 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Consolidated Planning Corp's IBM Position: Q3 2026 in Review

Consolidated Planning Corp sold out of IBM (IBM) in Q3 2026, closing a stake of 8,982 shares — an estimated $2.53M sold.

Consolidated Planning Corp first reported a position in IBM in Q3 2021 and held it in 13 quarters. The position peaked at $10M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Consolidated Planning Corp reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 8,982 IBM shares in Q3 2026, an estimated $2.53M.
  • Consolidated Planning Corp first reported a position in IBM in Q3 2021 and held it in 13 quarters.
  • Consolidated Planning Corp's IBM position peaked at $10M in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.