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Plan Group Financial’s IBM IBM Stock Holding History

Plan Group Financial’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 		$2.61M Buy
10,779
+946
+10% +$256K 0.61% 59
2025
Q4 		$2.91M Buy
9,833
+577
+6% +$173K 0.76% 38
2025
Q3 		$2.61M Buy
9,256
+1,855
+25% +$486K 0.7% 47
2025
Q2 		$2.18M Buy
7,401
+850
+13% +$219K 0.72% 40
2025
Q1 		$1.63M Buy
6,551
+1,932
+42% +$473K 0.58% 45
2024
Q4 		$1.02M Buy
4,619
+388
+9% +$86.4K 0.54% 44
2024
Q3 		$935K Buy
4,231
+424
+11% +$83.1K 0.49% 46
2024
Q2 		$658K Buy
3,807
+1,887
+98% +$328K 0.4% 53
2024
Q1 		$367K Buy
+1,920
New +$350K 0.24% 61

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

Plan Group Financial's IBM Position: Q1 2026 in Review

Plan Group Financial increased its IBM (IBM) stake by 9.6% in Q1 2026, buying an estimated $256K and bringing the position to 10,779 shares worth $2.61M. The position accounts for 0.61% of the portfolio, ranked #59.

Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.91M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Plan Group Financial held 10,779 shares of IBM worth $2.61M as of Q1 2026.
  • Plan Group Financial bought 946 IBM shares in Q1 2026, an estimated $256K.
  • IBM made up 0.61% of Plan Group Financial's portfolio in Q1 2026, its #59 holding.
  • Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Plan Group Financial's IBM position peaked at $2.91M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.