Creative Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Buy |
497,961
+14,934
| +3% | +$4.04M | 0.08% | 110 |
|
|
2025
Q4 | $143M | Buy |
483,027
+42,781
| +10% | +$12.8M | 0.1% | 91 |
|
|
2025
Q3 | $124M | Buy |
440,246
+77,418
| +21% | +$20.3M | 0.09% | 93 |
|
|
2025
Q2 | $107M | Buy |
362,828
+11,866
| +3% | +$3.06M | 0.09% | 96 |
|
|
2025
Q1 | $87.3M | Buy |
350,962
+25,509
| +8% | +$6.24M | 0.08% | 104 |
|
|
2024
Q4 | $71.5M | Buy |
325,453
+24,713
| +8% | +$5.5M | 0.07% | 112 |
|
|
2024
Q3 | $66.5M | Buy |
300,740
+14,677
| +5% | +$2.88M | 0.07% | 115 |
|
|
2024
Q2 | $49.5M | Buy |
286,063
+17,475
| +7% | +$3.04M | 0.05% | 133 |
|
|
2024
Q1 | $51.3M | Buy |
268,588
+10,214
| +4% | +$1.86M | 0.06% | 129 |
|
|
2023
Q4 | $42.3M | Buy |
258,374
+15,262
| +6% | +$2.31M | 0.08% | 141 |
|
|
2023
Q3 | $34.1M | Buy |
243,112
+17,539
| +8% | +$2.5M | 0.05% | 168 |
|
|
2023
Q2 | $30.2M | Buy |
225,573
+9,179
| +4% | +$1.18M | 0.04% | 174 |
|
|
2023
Q1 | $28.4M | Sell |
216,394
-9,019
| -4% | -$1.21M | 0.04% | 175 |
|
|
2022
Q4 | $31.8M | Buy |
225,413
+13,695
| +6% | +$1.89M | 0.05% | 152 |
|
|
2022
Q3 | $25.2M | Sell |
211,718
-6,115
| -3% | -$802K | 0.04% | 156 |
|
|
2022
Q2 | $30.8M | Buy |
217,833
+19,405
| +10% | +$2.62M | 0.05% | 145 |
|
|
2022
Q1 | $25.8M | Buy |
198,428
+6,981
| +4% | +$910K | 0.04% | 172 |
|
|
2021
Q4 | $25.6M | Sell |
191,447
-1,745
| -0.9% | -$219K | 0.04% | 157 |
|
|
2021
Q3 | $25.7M | Sell |
193,192
-2,568
| -1% | -$343K | 0.05% | 154 |
|
|
2021
Q2 | $27.4M | Sell |
195,760
-493
| -0.3% | -$67.4K | 0.05% | 143 |
|
|
2021
Q1 | $25M | Buy |
196,253
+3,043
| +2% | +$364K | 0.05% | 144 |
|
|
2020
Q4 | $23.3M | Sell |
193,210
-7,010
| -4% | -$810K | 0.05% | 151 |
|
|
2020
Q3 | $23.3M | Buy |
200,220
+9,939
| +5% | +$1.17M | 0.06% | 124 |
|
|
2020
Q2 | $22M | Sell |
190,281
-7,468
| -4% | -$867K | 0.06% | 112 |
|
|
2020
Q1 | $21M | Buy |
197,749
+4,150
| +2% | +$525K | 0.07% | 106 |
|
|
2019
Q4 | $24.8M | Sell |
193,599
-12,686
| -6% | -$1.65M | 0.07% | 106 |
|
|
2019
Q3 | $28.7M | Buy |
206,285
+15,490
| +8% | +$2.09M | 0.09% | 90 |
|
|
2019
Q2 | $25.2M | Sell |
190,795
-1,761
| -0.9% | -$231K | 0.08% | 97 |
|
|
2019
Q1 | $26M | Sell |
192,556
-6,881
| -3% | -$877K | 0.09% | 91 |
|
|
2018
Q4 | $21.7M | Sell |
199,437
-16,320
| -8% | -$1.96M | 0.09% | 89 |
|
|
2018
Q3 | $31.2M | Buy |
215,757
+8,847
| +4% | +$1.24M | 0.12% | 76 |
|
|
2018
Q2 | $27.6M | Buy |
206,910
+5,943
| +3% | +$829K | 0.11% | 77 |
|
|
2018
Q1 | $29.5M | Buy |
200,967
+9,437
| +5% | +$1.43M | 0.12% | 72 |
|
|
2017
Q4 | $28.1M | Buy |
191,530
+29,141
| +18% | +$4.24M | 0.12% | 73 |
|
|
2017
Q3 | $22.5M | Buy |
162,389
+12,256
| +8% | +$1.71M | 0.1% | 86 |
|
|
2017
Q2 | $22.1M | Sell |
150,133
-4,528
| -3% | -$683K | 0.11% | 82 |
|
|
2017
Q1 | $25.7M | Buy |
154,661
+10,075
| +7% | +$1.69M | 0.14% | 74 |
|
|
2016
Q4 | $22.9M | Buy |
144,586
+10,646
| +8% | +$1.62M | 0.14% | 76 |
|
|
2016
Q3 | $20.3M | Buy |
133,940
+3,849
| +3% | +$584K | 0.13% | 82 |
|
|
2016
Q2 | $18.9M | Buy |
130,091
+708
| +0.5% | +$101K | 0.14% | 71 |
|
|
2016
Q1 | $18.7M | Sell |
129,383
-5,705
| -4% | -$729K | 0.15% | 68 |
|
|
2015
Q4 | $17.8M | Sell |
135,088
-1,475
| -1% | -$198K | 0.15% | 76 |
|
|
2015
Q3 | $18.9M | Buy |
136,563
+4,206
| +3% | +$621K | 0.17% | 65 |
|
|
2015
Q2 | $20.6M | Buy |
132,357
+5,452
| +4% | +$876K | 0.19% | 56 |
|
|
2015
Q1 | $19.5M | Buy |
126,905
+4,493
| +4% | +$681K | 0.18% | 56 |
|
|
2014
Q4 | $18.8M | Buy |
122,412
+1,694
| +1% | +$270K | 0.2% | 55 |
|
|
2014
Q3 | $21.9M | Buy |
120,718
+14,547
| +14% | +$2.65M | 0.25% | 48 |
|
|
2014
Q2 | $18.4M | Buy |
106,171
+15,940
| +18% | +$2.87M | 0.24% | 51 |
|
|
2014
Q1 | $16.6M | Sell |
90,231
-8,112
| -8% | -$1.43M | 0.25% | 47 |
|
|
2013
Q4 | $17.6M | Buy |
98,343
+13,501
| +16% | +$2.33M | 0.3% | 41 |
|
|
2013
Q3 | $15M | Buy |
84,842
+11,821
| +16% | +$2.15M | 0.3% | 39 |
|
|
2013
Q2 | $13.3M | Buy |
+73,021
| New | +$14.2M | 0.31% | 39 |
|
Other funds holding IBM
VCM
VPM
Creative Planning's IBM Position: Q1 2026 in Review
Creative Planning increased its IBM (IBM) stake by 3.1% in Q1 2026, buying an estimated $4.04M and bringing the position to 497,961 shares worth $121M. The position accounts for 0.08% of the portfolio, ranked #110.
Creative Planning first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Creative Planning held 497,961 shares of IBM worth $121M as of Q1 2026.
- Creative Planning bought 14,934 IBM shares in Q1 2026, an estimated $4.04M.
- IBM made up 0.08% of Creative Planning's portfolio in Q1 2026, its #110 holding.
- Creative Planning first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's IBM position peaked at $143M in Q4 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.