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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
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

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

Plan A Wealth's IBM Position: Q2 2026 in Review

Plan A Wealth increased its IBM (IBM) stake by 10% in Q2 2026, buying an estimated $64.5K and bringing the position to 2,754 shares worth $775K. The position accounts for 0.33% of the portfolio, ranked #46.

Plan A Wealth first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plan A Wealth held 2,754 shares of IBM worth $775K as of Q2 2026.
  • Plan A Wealth bought 256 IBM shares in Q2 2026, an estimated $64.5K.
  • IBM made up 0.33% of Plan A Wealth's portfolio in Q2 2026, its #46 holding.
  • Plan A Wealth first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.