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Peak Retirement Planning’s IBM IBM Stock Holding History

Peak Retirement 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 		$307K Buy
1,265
+189
+18% +$51.1K 0.06% 123
2025
Q4 		$319K Sell
1,076
-93
-8% -$27.9K 0.07% 118
2025
Q3 		$330K Buy
1,169
+201
+21% +$52.6K 0.09% 109
2025
Q2 		$285K Hold
968
– – 0.12% 103
2025
Q1 		$241K Buy
+968
New +$237K 0.13% 101

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Retirement Planning's IBM Position: Q1 2026 in Review

Peak Retirement Planning increased its IBM (IBM) stake by 18% in Q1 2026, buying an estimated $51.1K and bringing the position to 1,265 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #123.

Peak Retirement Planning first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $330K in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Peak Retirement Planning held 1,265 shares of IBM worth $307K as of Q1 2026.
  • Peak Retirement Planning bought 189 IBM shares in Q1 2026, an estimated $51.1K.
  • IBM made up 0.06% of Peak Retirement Planning's portfolio in Q1 2026, its #123 holding.
  • Peak Retirement Planning first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Peak Retirement Planning's IBM position peaked at $330K in Q3 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.