Cypress Financial Planning’s IBM IBM Stock Holding History

Cypress Financial 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	$315K	Hold	1,122	–	–	0.08%	83
2026 Q1	$272K	Buy	1,122 +20	+2%	+$5.41K	0.08%	85
2025 Q4	$333K	Buy	1,102 +3	+0.3%	+$898	0.09%	81
2025 Q3	$310K	Buy	1,099 +3	+0.3%	+$785	0.09%	70
2025 Q2	$323K	Sell	1,096 -68	-6%	-$17.5K	0.11%	65
2025 Q1	$290K	Buy	1,164 +2	+0.2%	+$489	0.1%	66
2024 Q4	$256K	Buy	1,162 +11	+1%	+$2.45K	0.09%	69
2024 Q3	$255K	Buy	+1,151	New	+$226K	0.09%	65
2024 Q2	–	Sell	-1,093	Closed	-$209K	–	73
2024 Q1	$209K	Buy	+1,093	New	+$199K	0.1%	66

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cypress Financial Planning's IBM Position: Q2 2026 in Review

Cypress Financial Planning held its IBM (IBM) position steady in Q2 2026 at 1,122 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #83.

Cypress Financial Planning first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $333K in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cypress Financial Planning held 1,122 shares of IBM worth $315K as of Q2 2026.
Cypress Financial Planning left its IBM share count unchanged in Q2 2026.
IBM made up 0.08% of Cypress Financial Planning's portfolio in Q2 2026, its #83 holding.
Cypress Financial Planning first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Cypress Financial Planning's IBM position peaked at $333K in Q4 2025.
682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.