Life Planning Partners’s IBM IBM Stock Holding History

Life Planning Partners’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	-745	Closed	-$210K	–	68
2025 Q3	$210K	Sell	745 -70	-9%	-$18.3K	0.15%	68
2025 Q2	$240K	Buy	+815	New	+$210K	0.19%	63
2024 Q1	–	Sell	-745	Closed	-$122K	–	134
2023 Q4	$122K	Buy	+745	New	+$113K	0.12%	73
2022 Q3	$88.5K	Hold	745	–	–	0.1%	70
2022 Q2	$105K	Hold	745	–	–	0.12%	63
2022 Q1	$97K	Hold	745	–	–	0.1%	64
2021 Q4	$100K	Buy	+745	New	+$93.4K	0.1%	63

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Life Planning Partners's IBM Position: Q4 2025 in Review

Life Planning Partners sold out of IBM (IBM) in Q4 2025, closing a stake of 745 shares — an estimated $210K sold.

Life Planning Partners first reported a position in IBM in Q4 2021 and held it in 7 quarters. The position peaked at $240K in Q2 2025. 3,688 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Life Planning Partners reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Life Planning Partners sold 745 IBM shares in Q4 2025, an estimated $210K.
Life Planning Partners first reported a position in IBM in Q4 2021 and held it in 7 quarters.
Life Planning Partners's IBM position peaked at $240K in Q2 2025.
3,688 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Life Planning Partners's 13F filing for Q4 2025, filed 16 Jan 2026.