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Financial Planning Hawaii’s IBM IBM Stock Holding History

Financial Planning Hawaii’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 		$787K Hold
2,797
– – 0.42% 52
2026
Q1 		$678K Sell
2,797
-900
-24% -$244K 0.4% 64
2025
Q4 		$1.1M Buy
+3,697
New +$1.11M 0.63% 42

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Planning Hawaii's IBM Position: Q2 2026 in Review

Financial Planning Hawaii held its IBM (IBM) position steady in Q2 2026 at 2,797 shares worth $787K. The position accounts for 0.42% of the portfolio, ranked #52.

Financial Planning Hawaii first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 1,827 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Financial Planning Hawaii held 2,797 shares of IBM worth $787K as of Q2 2026.
  • Financial Planning Hawaii left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.42% of Financial Planning Hawaii's portfolio in Q2 2026, its #52 holding.
  • Financial Planning Hawaii first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's IBM position peaked at $1.1M in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.