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Keystone Financial Planning’s IBM IBM Stock Holding History

Keystone 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 		$2.4M Hold
8,519
– – 0.62% 24
2026
Q1 		$2.06M Hold
8,519
– – 0.55% 25
2025
Q4 		$2.52M Buy
8,519
+17
+0.2% +$5.09K 0.73% 23
2025
Q3 		$2.4M Sell
8,502
-74
-0.9% -$19.4K 0.7% 25
2025
Q2 		$2.53M Sell
8,576
-398
-4% -$103K 0.76% 23
2025
Q1 		$2.23M Sell
8,974
-835
-9% -$204K 0.66% 28
2024
Q4 		$2.16M Sell
9,809
-132
-1% -$29.4K 0.67% 29
2024
Q3 		$2.2M Sell
9,941
-1,309
-12% -$257K 0.67% 28
2024
Q2 		$1.95M Sell
11,250
-208
-2% -$36.1K 0.64% 29
2024
Q1 		$2.19M Sell
11,458
-38,905
-77% -$7.1M 0.71% 30
2023
Q4 		$8.24M Sell
50,363
-3,824
-7% -$578K 2.72% 4
2023
Q3 		$7.6M Sell
54,187
-2,192
-4% -$312K 2.66% 6
2023
Q2 		$7.54M Buy
56,379
+909
+2% +$117K 2.53% 8
2023
Q1 		$7.27M Sell
55,470
-753
-1% -$101K 2.47% 12
2022
Q4 		$7.92M Sell
56,223
-1,180
-2% -$163K 2.67% 7
2022
Q3 		$6.82M Buy
57,403
+769
+1% +$101K 2.62% 12
2022
Q2 		$8M Sell
56,634
-447
-0.8% -$60.3K 2.81% 8
2022
Q1 		$7.42M Sell
57,081
-1,478
-3% -$193K 2.48% 14
2021
Q4 		$7.83M Sell
58,559
-7,353
-11% -$922K 2.67% 9
2021
Q3 		$8.75M Sell
65,912
-811
-1% -$108K 3.18% 7
2021
Q2 		$9.35M Sell
66,723
-1,958
-3% -$268K 3.39% 4
2021
Q1 		$8.75M Sell
68,681
-165
-0.2% -$19.7K 3.26% 8
2020
Q4 		$8.29M Buy
68,846
+3,965
+6% +$458K 3.44% 6
2020
Q3 		$7.55M Buy
64,881
+3,214
+5% +$378K 3.65% 4
2020
Q2 		$7.12M Buy
61,667
+28,230
+84% +$3.28M 3.51% 11
2020
Q1 		$3.55M Buy
33,437
+149
+0.4% +$18.8K 2.03% 24
2019
Q4 		$4.27M Buy
33,288
+36
+0.1% +$4.68K 1.9% 28
2019
Q3 		$4.62M Buy
33,252
+689
+2% +$92.9K 2.21% 23
2019
Q2 		$4.29M Buy
32,563
+139
+0.4% +$18.3K 2.1% 27
2019
Q1 		$4.37M Buy
32,424
+221
+0.7% +$28.2K 2.16% 25
2018
Q4 		$3.5M Buy
32,203
+1
+0% +$120 1.96% 26
2018
Q3 		$4.66M Buy
32,202
+803
+3% +$112K 2.38% 25
2018
Q2 		$4.19M Buy
+31,399
New +$4.38M 2.31% 23

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Keystone Financial Planning held its IBM (IBM) position steady in Q2 2026 at 8,519 shares worth $2.4M. The position accounts for 0.62% of the portfolio, ranked #24.

Keystone Financial Planning first reported a position in IBM in Q2 2018 and has held it in 33 quarters since. The position peaked at $9.35M in Q2 2021. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Keystone Financial Planning held 8,519 shares of IBM worth $2.4M as of Q2 2026.
  • Keystone Financial Planning left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.62% of Keystone Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Keystone Financial Planning first reported a position in IBM in Q2 2018 and has held it in 33 quarters since.
  • Keystone Financial Planning's IBM position peaked at $9.35M in Q2 2021.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.