Mark Sheptoff Financial Planning’s IBM IBM Stock Holding History

Mark Sheptoff 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 Q1	$121K	Buy	527 +427	+427%	+$116K	0.06%	125
2025 Q4	$12.8K	Hold	100	–	–	0.01%	324
2025 Q3	$12.8K	Hold	100	–	–	0.01%	319
2025 Q2	$12.8K	Hold	100	–	–	0.01%	317
2025 Q1	$12.8K	Hold	100	–	–	0.01%	297
2024 Q4	$12.8K	Hold	100	–	–	0.01%	299
2024 Q3	$12.8K	Hold	100	–	–	0.01%	285
2024 Q2	$12.8K	Hold	100	–	–	0.01%	292
2024 Q1	$12.8K	Hold	100	–	–	0.01%	274
2023 Q4	$12.8K	Hold	100	–	–	0.01%	267
2023 Q3	$12.8K	Hold	100	–	–	0.01%	250
2023 Q2	$12.8K	Hold	100	–	–	0.01%	258
2023 Q1	$12.8K	Hold	100	–	–	0.01%	250
2022 Q4	$12.8K	Hold	100	–	–	0.01%	250
2022 Q3	$13K	Hold	100	–	–	0.01%	238
2022 Q2	$13K	Hold	100	–	–	0.01%	242
2022 Q1	$13K	Hold	100	–	–	0.01%	278
2021 Q4	$13K	Sell	100 -5	-5%	-$627	0.01%	294
2021 Q3	$14K	Hold	105	–	–	0.01%	278
2021 Q2	$15K	Hold	105	–	–	0.01%	298
2021 Q1	$13K	Hold	105	–	–	0.01%	273
2020 Q4	$13K	Hold	105	–	–	0.01%	257
2020 Q3	$12K	Hold	105	–	–	0.01%	222
2020 Q2	$12K	Hold	105	–	–	0.01%	244
2020 Q1	$11K	Hold	105	–	–	0.01%	226
2019 Q4	$13K	Hold	105	–	–	0.01%	262
2019 Q3	$15K	Hold	105	–	–	0.01%	238
2019 Q2	$14K	Hold	105	–	–	0.01%	240
2019 Q1	$14K	Hold	105	–	–	0.01%	241
2018 Q4	$11K	Sell	105 -542	-84%	-$65.1K	0.01%	235
2018 Q3	$94K	Buy	647 +266	+70%	+$37.2K	0.06%	131
2018 Q2	$51K	Buy	381 +105	+38%	+$14.6K	0.04%	155
2018 Q1	$41K	Hold	276	–	–	0.03%	172
2017 Q4	$41K	Hold	276	–	–	0.03%	183
2017 Q3	$38K	Hold	276	–	–	0.03%	193
2017 Q2	$41K	Sell	276 -1,047	-79%	-$158K	0.03%	184
2017 Q1	$220K	Buy	1,323 +524	+66%	+$87.9K	0.16%	98
2016 Q4	$127K	Buy	799 +523	+189%	+$79.7K	0.09%	126
2016 Q3	$42K	Buy	276 +233	+542%	+$35.4K	0.03%	179
2016 Q2	$6K	Buy	+43	New	+$6.16K	﹤0.01%	272
2015 Q4	–	Sell	-94	Closed	-$13K	–	401
2015 Q3	$13K	Buy	+94	New	+$13.9K	0.01%	233
2015 Q1	–	Sell	-105	Closed	-$16K	–	339
2014 Q4	$16K	Hold	105	–	–	0.01%	236
2014 Q3	$19K	Hold	105	–	–	0.02%	226
2014 Q2	$18K	Sell	105 -3,116	-97%	-$561K	0.02%	233
2014 Q1	$593K	Buy	+3,221	New	+$567K	0.53%	53

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

Mark Sheptoff Financial Planning's IBM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its IBM (IBM) stake by 427% in Q1 2026, buying an estimated $116K and bringing the position to 527 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #125.

Mark Sheptoff Financial Planning first reported a position in IBM in Q1 2014 and has held it in 45 quarters since. The position peaked at $593K in Q1 2014. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Mark Sheptoff Financial Planning held 527 shares of IBM worth $121K as of Q1 2026.
Mark Sheptoff Financial Planning bought 427 IBM shares in Q1 2026, an estimated $116K.
IBM made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #125 holding.
Mark Sheptoff Financial Planning first reported a position in IBM in Q1 2014 and has held it in 45 quarters since.
Mark Sheptoff Financial Planning's IBM position peaked at $593K in Q1 2014.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.