BPI
IBM icon

BFC Planning, Inc.’s IBM IBM Stock Holding History

BFC Planning, Inc.’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 		$11M Buy
39,225
+7,481
+24% +$1.88M 0.45% 41
2026
Q1 		$7.69M Sell
31,744
-9,114
-22% -$2.47M 0.34% 52
2025
Q4 		$12.1M Buy
40,858
+30,293
+287% +$9.07M 0.53% 29
2025
Q3 		$2.98M Buy
10,565
+909
+9% +$238K 0.22% 91
2025
Q2 		$2.85M Buy
9,656
+1,231
+15% +$317K 0.22% 88
2025
Q1 		$2.09M Sell
8,425
-1
-0% -$245 0.18% 105
2024
Q4 		$1.85M Buy
+8,426
New +$1.88M 0.15% 116

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s IBM Position: Q2 2026 in Review

BFC Planning, Inc. increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $1.88M and bringing the position to 39,225 shares worth $11M. The position accounts for 0.45% of the portfolio, ranked #41.

BFC Planning, Inc. first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.1M in Q4 2025. 3,657 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BFC Planning, Inc. held 39,225 shares of IBM worth $11M as of Q2 2026.
  • BFC Planning, Inc. bought 7,481 IBM shares in Q2 2026, an estimated $1.88M.
  • IBM made up 0.45% of BFC Planning, Inc.'s portfolio in Q2 2026, its #41 holding.
  • BFC Planning, Inc. first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s IBM position peaked at $12.1M in Q4 2025.
  • 3,657 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.