PDS Planning’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
6,999
+397
| +6% | +$107K | 0.11% | 90 |
|
|
2025
Q4 | $1.96M | Buy |
6,602
+787
| +14% | +$236K | 0.13% | 74 |
|
|
2025
Q3 | $1.64M | Sell |
5,815
-210
| -3% | -$55K | 0.11% | 83 |
|
|
2025
Q2 | $1.78M | Buy |
6,025
+431
| +8% | +$111K | 0.13% | 72 |
|
|
2025
Q1 | $1.39M | Buy |
5,594
+591
| +12% | +$145K | 0.12% | 83 |
|
|
2024
Q4 | $1.1M | Buy |
5,003
+654
| +15% | +$146K | 0.1% | 90 |
|
|
2024
Q3 | $961K | Buy |
4,349
+424
| +11% | +$83.1K | 0.09% | 101 |
|
|
2024
Q2 | $679K | Buy |
3,925
+45
| +1% | +$7.82K | 0.07% | 122 |
|
|
2024
Q1 | $741K | Buy |
3,880
+176
| +5% | +$32.1K | 0.08% | 112 |
|
|
2023
Q4 | $606K | Sell |
3,704
-229
| -6% | -$34.6K | 0.07% | 120 |
|
|
2023
Q3 | $552K | Sell |
3,933
-212
| -5% | -$30.2K | 0.07% | 117 |
|
|
2023
Q2 | $555K | Buy |
4,145
+122
| +3% | +$15.7K | 0.07% | 115 |
|
|
2023
Q1 | $527K | Buy |
4,023
+711
| +21% | +$95.1K | 0.07% | 117 |
|
|
2022
Q4 | $467K | Sell |
3,312
-8
| -0.2% | -$1.1K | 0.07% | 101 |
|
|
2022
Q3 | $394K | Buy |
3,320
+6
| +0.2% | +$787 | 0.07% | 102 |
|
|
2022
Q2 | $468K | Buy |
3,314
+464
| +16% | +$62.6K | 0.08% | 99 |
|
|
2022
Q1 | $371K | Buy |
2,850
+505
| +22% | +$65.9K | 0.07% | 125 |
|
|
2021
Q4 | $313K | Sell |
2,345
-135
| -5% | -$16.9K | 0.06% | 132 |
|
|
2021
Q3 | $329K | Buy |
2,480
+187
| +8% | +$25K | 0.08% | 124 |
|
|
2021
Q2 | $321K | Buy |
2,293
+157
| +7% | +$21.5K | 0.08% | 119 |
|
|
2021
Q1 | $272K | Sell |
2,136
-178
| -8% | -$21.3K | 0.08% | 120 |
|
|
2020
Q4 | $278K | Sell |
2,314
-174
| -7% | -$20.1K | 0.1% | 117 |
|
|
2020
Q3 | $289K | Sell |
2,488
-159
| -6% | -$18.7K | 0.12% | 96 |
|
|
2020
Q2 | $306K | Buy |
2,647
+177
| +7% | +$20.6K | 0.14% | 89 |
|
|
2020
Q1 | $262K | Buy |
2,470
+86
| +4% | +$10.9K | 0.17% | 78 |
|
|
2019
Q4 | $305K | Hold |
2,384
| – | – | 0.19% | 71 |
|
|
2019
Q3 | $331K | Hold |
2,384
| – | – | 0.23% | 64 |
|
|
2019
Q2 | $314K | Sell |
2,384
-51
| -2% | -$6.7K | 0.23% | 63 |
|
|
2019
Q1 | $328K | Sell |
2,435
-4
| -0.2% | -$510 | 0.25% | 59 |
|
|
2018
Q4 | $265K | Buy |
2,439
+59
| +2% | +$7.08K | 0.23% | 61 |
|
|
2018
Q3 | $344K | Buy |
2,380
+147
| +7% | +$20.5K | 0.29% | 53 |
|
|
2018
Q2 | $298K | Hold |
2,233
| – | – | 0.29% | 52 |
|
|
2018
Q1 | $328K | Hold |
2,233
| – | – | 0.33% | 49 |
|
|
2017
Q4 | $328K | Buy |
+2,233
| New | +$325K | 0.33% | 48 |
|
Other funds holding IBM
VCM
VPM
PDS Planning's IBM Position: Q1 2026 in Review
PDS Planning increased its IBM (IBM) stake by 6% in Q1 2026, buying an estimated $107K and bringing the position to 6,999 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #90.
PDS Planning first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.96M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- PDS Planning held 6,999 shares of IBM worth $1.7M as of Q1 2026.
- PDS Planning bought 397 IBM shares in Q1 2026, an estimated $107K.
- IBM made up 0.11% of PDS Planning's portfolio in Q1 2026, its #90 holding.
- PDS Planning first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's IBM position peaked at $1.96M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.