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Peak Planning Group’s IBM IBM Stock Holding History

Peak 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 		$467K Buy
1,660
+433
+35% +$109K 0.11% 78
2026
Q1 		$297K Buy
1,227
+245
+25% +$66.3K 0.08% 99
2025
Q4 		$291K Sell
982
-29
-3% -$8.69K 0.08% 97
2025
Q3 		$285K Buy
1,011
+3
+0.3% +$785 0.15% 72
2025
Q2 		$297K Buy
1,008
+136
+16% +$35K 0.19% 67
2025
Q1 		$217K Buy
+872
New +$213K 0.09% 111

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Planning Group's IBM Position: Q2 2026 in Review

Peak Planning Group increased its IBM (IBM) stake by 35% in Q2 2026, buying an estimated $109K and bringing the position to 1,660 shares worth $467K. The position accounts for 0.11% of the portfolio, ranked #78.

Peak Planning Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Peak Planning Group held 1,660 shares of IBM worth $467K as of Q2 2026.
  • Peak Planning Group bought 433 IBM shares in Q2 2026, an estimated $109K.
  • IBM made up 0.11% of Peak Planning Group's portfolio in Q2 2026, its #78 holding.
  • Peak Planning Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.