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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
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 $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

Holistic Planning's IBM Position: Q1 2026 in Review

Holistic Planning reduced its IBM (IBM) stake by 0.41% in Q1 2026, selling an estimated $3.79K and leaving 3,388 shares worth $821K. The position accounts for 0.16% of the portfolio, ranked #119.

Holistic Planning first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Holistic Planning held 3,388 shares of IBM worth $821K as of Q1 2026.
  • Holistic Planning sold 14 IBM shares in Q1 2026, an estimated $3.79K.
  • IBM made up 0.16% of Holistic Planning's portfolio in Q1 2026, its #119 holding.
  • Holistic Planning first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's IBM position peaked at $1.01M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.