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Plan A Wealth’s IBM IBM Stock Holding History

Plan A Wealth’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 		$620K Buy
2,820
+66
+2% +$15.7K 0.22% 69
2026
Q2 		$775K Buy
2,754
+256
+10% +$64.5K 0.33% 46
2026
Q1 		$606K Buy
2,498
+85
+4% +$23K 0.29% 59
2025
Q4 		$715K Buy
2,413
+74
+3% +$22.2K 0.35% 41
2025
Q3 		$660K Buy
2,339
+152
+7% +$39.8K 0.34% 44
2025
Q2 		$645K Buy
2,187
+747
+52% +$192K 0.37% 46
2025
Q1 		$358K Buy
+1,440
New +$352K 0.28% 62

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Plan A Wealth's IBM Position: Q3 2026 in Review

Plan A Wealth increased its IBM (IBM) stake by 2.4% in Q3 2026, buying an estimated $15.7K and bringing the position to 2,820 shares worth $620K. The position accounts for 0.22% of the portfolio, ranked #69.

Plan A Wealth first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $775K in Q2 2026. 174 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Plan A Wealth held 2,820 shares of IBM worth $620K as of Q3 2026.
  • Plan A Wealth bought 66 IBM shares in Q3 2026, an estimated $15.7K.
  • IBM made up 0.22% of Plan A Wealth's portfolio in Q3 2026, its #69 holding.
  • Plan A Wealth first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's IBM position peaked at $775K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.