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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fiduciary Planning's IBM Position: Q1 2026 in Review

Fiduciary Planning held its IBM (IBM) position steady in Q1 2026 at 935 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #68.

Fiduciary Planning first reported a position in IBM in Q4 2020 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fiduciary Planning held 935 shares of IBM worth $227K as of Q1 2026.
  • Fiduciary Planning left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.07% of Fiduciary Planning's portfolio in Q1 2026, its #68 holding.
  • Fiduciary Planning first reported a position in IBM in Q4 2020 and has held it in 5 quarters since.
  • Fiduciary Planning's IBM position peaked at $277K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.