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Cornerstone Planning Group’s IBM IBM Stock Holding History

Cornerstone Planning Group’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 		$434K Buy
2,111
+108
+5% +$27.2K 0.05% 111
2026
Q1 		$459K Buy
2,003
+742
+59% +$201K 0.06% 102
2025
Q4 		$371K Sell
1,261
-307
-20% -$91.9K 0.06% 101
2025
Q3 		$486K Buy
1,568
+95
+6% +$24.9K 0.08% 85
2025
Q2 		$369K Buy
1,473
+296
+25% +$76.3K 0.08% 58
2025
Q1 		$289K Buy
1,177
+96
+9% +$23.5K 0.07% 69
2024
Q4 		$242K Buy
1,081
+599
+124% +$133K 0.06% 64
2024
Q3 		$101K Sell
482
-517
-52% -$101K 0.03% 112
2024
Q2 		$183K Buy
999
+576
+136% +$100K 0.05% 79
2024
Q1 		$69.9K Sell
423
-5
-1% -$912 0.02% 136
2023
Q4 		$70K Sell
428
-8
-2% -$1.21K 0.02% 146
2023
Q3 		$61.2K Buy
436
+223
+105% +$31.7K 0.02% 158
2023
Q2 		$28.5K Buy
+213
New +$27.5K 0.01% 347
2022
Q4 		$84.8K Buy
+602
New +$83K 0.04% 181

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cornerstone Planning Group's IBM Position: Q2 2026 in Review

Cornerstone Planning Group increased its IBM (IBM) stake by 5.4% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,111 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #111.

Cornerstone Planning Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $486K in Q3 2025. 1,835 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cornerstone Planning Group held 2,111 shares of IBM worth $434K as of Q2 2026.
  • Cornerstone Planning Group bought 108 IBM shares in Q2 2026, an estimated $27.2K.
  • IBM made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #111 holding.
  • Cornerstone Planning Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's IBM position peaked at $486K in Q3 2025.
  • 1,835 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.