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Kerr Financial Planning’s IBM IBM Stock Holding History

Kerr 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
2026
Q2 		$214K Buy
760
+4
+0.5% +$1.01K 0.24% 79
2026
Q1 		$176K Buy
756
+6
+0.8% +$1.62K 0.12% 87
2025
Q4 		$217K Buy
750
+4
+0.5% +$1.2K 0.29% 76
2025
Q3 		$225K Buy
+746
New +$195K 0.32% 67

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

Kerr Financial Planning's IBM Position: Q2 2026 in Review

Kerr Financial Planning increased its IBM (IBM) stake by 0.53% in Q2 2026, buying an estimated $1.01K and bringing the position to 760 shares worth $214K. The position accounts for 0.24% of the portfolio, ranked #79.

Kerr Financial Planning first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 3,615 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kerr Financial Planning held 760 shares of IBM worth $214K as of Q2 2026.
  • Kerr Financial Planning bought 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.24% of Kerr Financial Planning's portfolio in Q2 2026, its #79 holding.
  • Kerr Financial Planning first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's IBM position peaked at $225K in Q3 2025.
  • 3,615 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.