Keener Financial Planning’s IBM IBM Stock Holding History

Keener Financial 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
2025 Q4	–	Sell	-473	Closed	-$133K	–	117
2025 Q3	$133K	Hold	473	–	–	0.06%	63
2025 Q2	$139K	Buy	+473	New	+$122K	0.07%	61
2025 Q1	–	Sell	-300	Closed	-$65K	–	184
2024 Q4	$65K	Hold	300	–	–	0.04%	84
2024 Q3	$66K	Hold	300	–	–	0.04%	73
2024 Q2	$51K	Hold	300	–	–	0.03%	92
2024 Q1	$58K	Hold	300	–	–	0.04%	88
2023 Q4	$49K	Buy	+300	New	+$45.3K	0.04%	95

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Keener Financial Planning's IBM Position: Q4 2025 in Review

Keener Financial Planning sold out of IBM (IBM) in Q4 2025, closing a stake of 473 shares — an estimated $133K sold.

Keener Financial Planning first reported a position in IBM in Q4 2023 and held it in 7 quarters. The position peaked at $139K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Keener Financial Planning reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 473 IBM shares in Q4 2025, an estimated $133K.
Keener Financial Planning first reported a position in IBM in Q4 2023 and held it in 7 quarters.
Keener Financial Planning's IBM position peaked at $139K in Q2 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.