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Fiduciary Planning’s IBM IBM Stock Holding History

Fiduciary 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 		$235K Sell
835
-100
-11% -$25.2K 0.06% 70
2026
Q1 		$227K Hold
935
– – 0.07% 68
2025
Q4 		$277K Hold
935
– – 0.08% 61
2025
Q3 		$264K Buy
+935
New +$245K 0.08% 70
2021
Q2 		– Sell
-108
Closed -$14K – 150
2021
Q1 		$14K Buy
108
+21
+24% +$2.51K 0.02% 137
2020
Q4 		$10K Buy
+87
New +$10.1K 0.01% 147

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

Fiduciary Planning's IBM Position: Q2 2026 in Review

Fiduciary Planning reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $25.2K and leaving 835 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #70.

Fiduciary Planning first reported a position in IBM in Q4 2020 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Fiduciary Planning held 835 shares of IBM worth $235K as of Q2 2026.
  • Fiduciary Planning sold 100 IBM shares in Q2 2026, an estimated $25.2K.
  • IBM made up 0.06% of Fiduciary Planning's portfolio in Q2 2026, its #70 holding.
  • Fiduciary Planning first reported a position in IBM in Q4 2020 and has held it in 6 quarters since.
  • Fiduciary Planning's IBM position peaked at $277K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.