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 Q3	$251K	Buy	1,142 +20	+2%	+$4.75K	0.07%	90
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cypress Financial Planning's IBM Position: Q3 2026 in Review

Cypress Financial Planning increased its IBM (IBM) stake by 1.8% in Q3 2026, buying an estimated $4.75K and bringing the position to 1,142 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #90.

Cypress Financial Planning first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $333K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Cypress Financial Planning held 1,142 shares of IBM worth $251K as of Q3 2026.
Cypress Financial Planning bought 20 IBM shares in Q3 2026, an estimated $4.75K.
IBM made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #90 holding.
Cypress Financial Planning first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Cypress Financial Planning's IBM position peaked at $333K in Q4 2025.
2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.