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Holistic Planning’s IBM IBM Stock Holding History

Holistic 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 		$1.05M Buy
3,724
+336
+10% +$84.7K 0.16% 127
2026
Q1 		$821K Sell
3,388
-14
-0.4% -$3.79K 0.16% 119
2025
Q4 		$1.01M Buy
3,402
+744
+28% +$223K 0.21% 95
2025
Q3 		$750K Buy
2,658
+481
+22% +$126K 0.2% 90
2025
Q2 		$642K Sell
2,177
-1
-0% -$258 0.18% 97
2025
Q1 		$542K Hold
2,178
– – 0.18% 96
2024
Q4 		$479K Buy
2,178
+98
+5% +$21.8K 0.17% 100
2024
Q3 		$460K Buy
+2,080
New +$408K 0.19% 87

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

Holistic Planning's IBM Position: Q2 2026 in Review

Holistic Planning increased its IBM (IBM) stake by 9.9% in Q2 2026, buying an estimated $84.7K and bringing the position to 3,724 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #127.

Holistic Planning first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Holistic Planning held 3,724 shares of IBM worth $1.05M as of Q2 2026.
  • Holistic Planning bought 336 IBM shares in Q2 2026, an estimated $84.7K.
  • IBM made up 0.16% of Holistic Planning's portfolio in Q2 2026, its #127 holding.
  • Holistic Planning first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.