Financial Life Planners’s IBM IBM Stock Holding History

Financial Life Planners’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	$212K	Buy	754 +4	+0.5%	+$1.01K	0.14%	59
2026 Q1	$182K	Buy	750 +5	+0.7%	+$1.35K	0.14%	57
2025 Q4	$221K	Buy	745 +4	+0.5%	+$1.2K	0.16%	57
2025 Q3	$209K	Sell	741 -10	-1%	-$2.62K	0.14%	57
2025 Q2	$221K	Buy	751 +119	+19%	+$30.7K	0.18%	51
2025 Q1	$157K	Buy	632 +303	+92%	+$74.1K	0.15%	59
2024 Q4	$72.6K	Buy	+329	New	+$73.3K	0.06%	97

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Life Planners's IBM Position: Q2 2026 in Review

Financial Life Planners increased its IBM (IBM) stake by 0.53% in Q2 2026, buying an estimated $1.01K and bringing the position to 754 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #59.

Financial Life Planners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $221K in Q2 2025. 1,801 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Financial Life Planners held 754 shares of IBM worth $212K as of Q2 2026.
Financial Life Planners bought 4 IBM shares in Q2 2026, an estimated $1.01K.
IBM made up 0.14% of Financial Life Planners's portfolio in Q2 2026, its #59 holding.
Financial Life Planners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's IBM position peaked at $221K in Q2 2025.
1,801 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.