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Defined Financial Planning’s IBM IBM Stock Holding History

Defined 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
2025
Q3 		$437K Sell
1,511
-52
-3% -$13.6K 0.36% 37
2025
Q2 		$442K Buy
1,563
+15
+1% +$3.87K 0.39% 34
2025
Q1 		$388K Buy
1,548
+138
+10% +$33.8K 0.39% 35
2024
Q4 		$310K Buy
+1,410
New +$314K 0.33% 44

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Defined Financial Planning's IBM Position: Q3 2025 in Review

Defined Financial Planning reduced its IBM (IBM) stake by 3.3% in Q3 2025, selling an estimated $13.6K and leaving 1,511 shares worth $437K. The position accounts for 0.36% of the portfolio, ranked #37.

Defined Financial Planning first reported a position in IBM in Q4 2024 and has held it in 4 quarters since. The position peaked at $442K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Defined Financial Planning held 1,511 shares of IBM worth $437K as of Q3 2025.
  • Defined Financial Planning sold 52 IBM shares in Q3 2025, an estimated $13.6K.
  • IBM made up 0.36% of Defined Financial Planning's portfolio in Q3 2025, its #37 holding.
  • Defined Financial Planning first reported a position in IBM in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's IBM position peaked at $442K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.