CP
IBM icon

Cornerstone Planning’s IBM IBM Stock Holding History

Cornerstone 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
Q2 		$3.82M Buy
13,573
+284
+2% +$71.6K 0.88% 34
2026
Q1 		$3.22M Sell
13,289
-1,398
-10% -$378K 0.73% 47
2025
Q4 		$4.37M Buy
+14,687
New +$4.4M 1.01% 32
2024
Q4 		$2.25M Buy
+10,249
New +$2.28M 0.86% 29

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

Cornerstone Planning's IBM Position: Q2 2026 in Review

Cornerstone Planning increased its IBM (IBM) stake by 2.1% in Q2 2026, buying an estimated $71.6K and bringing the position to 13,573 shares worth $3.82M. The position accounts for 0.88% of the portfolio, ranked #34.

Cornerstone Planning first reported a position in IBM in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cornerstone Planning held 13,573 shares of IBM worth $3.82M as of Q2 2026.
  • Cornerstone Planning bought 284 IBM shares in Q2 2026, an estimated $71.6K.
  • IBM made up 0.88% of Cornerstone Planning's portfolio in Q2 2026, its #34 holding.
  • Cornerstone Planning first reported a position in IBM in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's IBM position peaked at $4.37M in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.