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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

LifePlan Investment Advisors's IBM Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its IBM (IBM) stake by 0.59% in Q1 2026, selling an estimated $7.04K and leaving 4,387 shares worth $1.06M. The position accounts for 0.42% of the portfolio, ranked #64.

LifePlan Investment Advisors first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

LifePlan Investment Advisors held 4,387 shares of IBM worth $1.06M as of Q1 2026.
LifePlan Investment Advisors sold 26 IBM shares in Q1 2026, an estimated $7.04K.
IBM made up 0.42% of LifePlan Investment Advisors's portfolio in Q1 2026, its #64 holding.
LifePlan Investment Advisors first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's IBM position peaked at $1.31M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.