Estate Planners Group’s IBM IBM Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-28	Closed	-$8.16K	–	213
2025 Q4	$8.16K	Buy	+28	New	+$8.39K	﹤0.01%	299

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

Estate Planners Group's IBM Position: Q1 2026 in Review

Estate Planners Group sold out of IBM (IBM) in Q1 2026, closing a stake of 28 shares — an estimated $8.16K sold.

Estate Planners Group first reported a position in IBM in Q4 2025 and held it in 1 quarter. The position peaked at $8.16K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Estate Planners Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 28 IBM shares in Q1 2026, an estimated $8.16K.
Estate Planners Group first reported a position in IBM in Q4 2025 and held it in 1 quarter.
Estate Planners Group's IBM position peaked at $8.16K in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.