New England Professional Planning Group’s IBM IBM Stock Holding History

New England Professional Planning Group’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	$239K	Sell	850 -21	-2%	-$5.29K	0.09%	43
2026 Q1	$211K	Hold	871	–	–	0.09%	46
2025 Q4	$258K	Hold	871	–	–	0.11%	37
2025 Q3	$246K	Sell	871 -158	-15%	-$41.4K	0.11%	40
2025 Q2	$303K	Hold	1,029	–	–	0.14%	34
2025 Q1	$256K	Sell	1,029 -100	-9%	-$24.5K	0.13%	40
2024 Q4	$248K	Hold	1,129	–	–	0.12%	41
2024 Q3	$250K	Buy	+1,129	New	+$221K	0.12%	36
2024 Q2	–	Sell	-1,129	Closed	-$216K	–	53
2024 Q1	$216K	Buy	+1,129	New	+$206K	0.11%	49
2018 Q1	–	Sell	-1,430	Closed	-$220K	–	44
2017 Q4	$220K	Buy	+1,430	New	+$208K	0.27%	37
2016 Q2	$271K	Hold	1,756	–	–	0.3%	30
2016 Q1	$258K	Hold	1,756	–	–	0.26%	29
2015 Q4	$233K	Hold	1,756	–	–	0.26%	36
2015 Q3	$229K	Sell	1,756 -25	-1%	-$3.69K	0.26%	36
2015 Q2	$276K	Hold	1,781	–	–	0.36%	30
2015 Q1	$297K	Hold	1,781	–	–	0.4%	26
2014 Q4	$267K	Buy	+1,781	New	+$283K	0.39%	29

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New England Professional Planning Group's IBM Position: Q2 2026 in Review

New England Professional Planning Group reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $5.29K and leaving 850 shares worth $239K. The position accounts for 0.09% of the portfolio, ranked #43.

New England Professional Planning Group first reported a position in IBM in Q4 2014 and has held it in 17 quarters since. The position peaked at $303K in Q2 2025. 2,084 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

New England Professional Planning Group held 850 shares of IBM worth $239K as of Q2 2026.
New England Professional Planning Group sold 21 IBM shares in Q2 2026, an estimated $5.29K.
IBM made up 0.09% of New England Professional Planning Group's portfolio in Q2 2026, its #43 holding.
New England Professional Planning Group first reported a position in IBM in Q4 2014 and has held it in 17 quarters since.
New England Professional Planning Group's IBM position peaked at $303K in Q2 2025.
2,084 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.