OFC Financial Planning
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OFC Financial Planning’s IBM IBM Stock Holding History

OFC 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
Q3 		– Sell
-857
Closed -$241K – 56
2026
Q2 		$241K Hold
857
– – 0.21% 50
2026
Q1 		$208K Hold
857
– – 0.2% 53
2025
Q4 		$254K Hold
857
– – 0.24% 49
2025
Q3 		$242K Hold
857
– – 0.24% 50
2025
Q2 		$253K Hold
857
– – 0.27% 49
2025
Q1 		$213K Buy
+857
New +$210K 0.24% 50

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

OFC Financial Planning's IBM Position: Q3 2026 in Review

OFC Financial Planning sold out of IBM (IBM) in Q3 2026, closing a stake of 857 shares — an estimated $241K sold.

OFC Financial Planning first reported a position in IBM in Q1 2025 and held it in 6 quarters. The position peaked at $254K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • OFC Financial Planning reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • OFC Financial Planning sold 857 IBM shares in Q3 2026, an estimated $241K.
  • OFC Financial Planning first reported a position in IBM in Q1 2025 and held it in 6 quarters.
  • OFC Financial Planning's IBM position peaked at $254K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.