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Falcon Wealth Planning’s IBM IBM Stock Holding History

Falcon Wealth 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 		$417K Buy
1,484
+167
+13% +$42.1K 0.03% 157
2026
Q1 		$319K Buy
1,317
+310
+31% +$83.9K 0.02% 172
2025
Q4 		$298K Buy
1,007
+172
+21% +$51.5K 0.03% 168
2025
Q3 		$236K Sell
835
-12
-1% -$3.14K 0.02% 172
2025
Q2 		$250K Buy
+847
New +$218K 0.03% 150

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Falcon Wealth Planning's IBM Position: Q2 2026 in Review

Falcon Wealth Planning increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 1,484 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #157.

Falcon Wealth Planning first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Falcon Wealth Planning held 1,484 shares of IBM worth $417K as of Q2 2026.
  • Falcon Wealth Planning bought 167 IBM shares in Q2 2026, an estimated $42.1K.
  • IBM made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #157 holding.
  • Falcon Wealth Planning first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.