Essential Planning’s IBM IBM Stock Holding History

Essential 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 Q1	–	Sell	-14,950	Closed	-$3.33M	–	169
2024 Q4	$3.33M	Buy	+14,950	New	+$3.33M	0.02%	148

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Essential Planning's IBM Position: Q1 2025 in Review

Essential Planning sold out of IBM (IBM) in Q1 2025, closing a stake of 14,950 shares — an estimated $3.33M sold.

Essential Planning first reported a position in IBM in Q4 2024 and held it in 1 quarter. The position peaked at $3.33M in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Essential Planning reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 14,950 IBM shares in Q1 2025, an estimated $3.33M.
Essential Planning first reported a position in IBM in Q4 2024 and held it in 1 quarter.
Essential Planning's IBM position peaked at $3.33M in Q4 2024.
3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.