PRP
IBM icon

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
Q2 		$396K Buy
1,408
+143
+11% +$36K 0.06% 113
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 $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 $3.38T AUM 44.17% 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 Retirement Planning's IBM Position: Q2 2026 in Review

Peak Retirement Planning increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $36K and bringing the position to 1,408 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #113.

Peak Retirement Planning first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Peak Retirement Planning held 1,408 shares of IBM worth $396K as of Q2 2026.
  • Peak Retirement Planning bought 143 IBM shares in Q2 2026, an estimated $36K.
  • IBM made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #113 holding.
  • Peak Retirement Planning first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.