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Journey Retirement Planning & Investment Management’s IBM IBM Stock Holding History

Journey Retirement Planning & Investment Management’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
Q3 		$217K Sell
986
-1,074
-52% -$255K 0.16% 158
2026
Q2 		$580K Sell
2,060
-168
-8% -$42.3K 0.45% 70
2026
Q1 		$540K Sell
2,228
-8,564
-79% -$2.32M 0.48% 64
2025
Q4 		$3.2M Buy
+10,792
New +$3.23M 0.66% 32

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Journey Retirement Planning & Investment Management's IBM Position: Q3 2026 in Review

Journey Retirement Planning & Investment Management reduced its IBM (IBM) stake by 52% in Q3 2026, selling an estimated $255K and leaving 986 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #158.

Journey Retirement Planning & Investment Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.2M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Journey Retirement Planning & Investment Management held 986 shares of IBM worth $217K as of Q3 2026.
  • Journey Retirement Planning & Investment Management sold 1,074 IBM shares in Q3 2026, an estimated $255K.
  • IBM made up 0.16% of Journey Retirement Planning & Investment Management's portfolio in Q3 2026, its #158 holding.
  • Journey Retirement Planning & Investment Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Journey Retirement Planning & Investment Management's IBM position peaked at $3.2M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.