Creative Planning’s IBM IBM Stock Holding History

Creative 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
2021 Q2	–	Sell	-941	Closed	-$31K	–	2306
2021 Q1	$31K	Buy	941 +209	+29%	+$25K	﹤0.01%	2402
2020 Q4	$20K	Buy	+732	New	+$84.6K	﹤0.01%	2185
2019 Q3	–	Sell	-105	Closed	-$1K	–	2046
2019 Q2	$1K	Buy	+105	New	+$13.8K	﹤0.01%	1995
2018 Q4	–	Sell	-2,824	Closed	-$11K	–	2012
2018 Q3	$11K	Buy	2,824 +523	+23%	+$73.1K	﹤0.01%	1985
2018 Q2	$6K	Buy	2,301 +1,987	+633%	+$277K	﹤0.01%	1974
2018 Q1	$1K	Buy	+314	New	+$47.5K	﹤0.01%	2017
2017 Q2	–	Sell	-10,460	Closed	-$125K	–	4705
2017 Q1	$125K	Buy	+10,460	New	+$1.75M	﹤0.01%	1812
2016 Q1	–	Sell	-732	Closed	-$9K	–	4411
2015 Q4	$9K	Buy	+732	New	+$98.3K	﹤0.01%	3356
2015 Q2	–	Sell	-1,046	Closed	-$14K	–	1950
2015 Q1	$14K	Buy	+1,046	New	+$159K	﹤0.01%	2975
2014 Q2	–	Sell	-628	Closed	-$2K	–	3857
2014 Q1	$2K	Buy	+628	New	+$111K	﹤0.01%	3358

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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.