LifePlan Investment Advisors’s IBM IBM Stock Holding History

LifePlan Investment Advisors’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	$1.7M	Buy	6,045 +1,658	+38%	+$418K	0.59%	49
2026 Q1	$1.06M	Sell	4,387 -26	-0.6%	-$7.04K	0.42%	64
2025 Q4	$1.31M	Buy	4,413 +98	+2%	+$29.4K	0.53%	51
2025 Q3	$1.22M	Buy	4,315 +43	+1%	+$11.3K	0.51%	49
2025 Q2	$1.26M	Sell	4,272 -3	-0.1%	-$773	0.63%	49
2025 Q1	$1.06M	Buy	4,275 +140	+3%	+$34.2K	0.61%	47
2024 Q4	$909K	Hold	4,135	–	–	0.56%	46
2024 Q3	$914K	Buy	4,135 +19	+0.5%	+$3.73K	0.58%	43
2024 Q2	$712K	Buy	4,116 +295	+8%	+$51.3K	0.51%	45
2024 Q1	$730K	Buy	3,821 +29	+0.8%	+$5.29K	0.58%	38
2023 Q4	$620K	Buy	3,792 +10	+0.3%	+$1.51K	0.57%	36
2023 Q3	$531K	Sell	3,782 -6	-0.2%	-$854	0.56%	35
2023 Q2	$507K	Buy	+3,788	New	+$489K	0.57%	34

Other funds holding IBM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

LifePlan Investment Advisors's IBM Position: Q2 2026 in Review

LifePlan Investment Advisors increased its IBM (IBM) stake by 38% in Q2 2026, buying an estimated $418K and bringing the position to 6,045 shares worth $1.7M. The position accounts for 0.59% of the portfolio, ranked #49.

LifePlan Investment Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

LifePlan Investment Advisors held 6,045 shares of IBM worth $1.7M as of Q2 2026.
LifePlan Investment Advisors bought 1,658 IBM shares in Q2 2026, an estimated $418K.
IBM made up 0.59% of LifePlan Investment Advisors's portfolio in Q2 2026, its #49 holding.
LifePlan Investment Advisors first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.