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 Q3	$3.76M	Buy	15,562 +2,709	+21%	+$643K	0.74%	40
2026 Q2	$3.61M	Buy	12,853 +2,074	+19%	+$523K	0.74%	42
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's IBM Position: Q3 2026 in Review

Plan Group Financial increased its IBM (IBM) stake by 21% in Q3 2026, buying an estimated $643K and bringing the position to 15,562 shares worth $3.76M. The position accounts for 0.74% of the portfolio, ranked #40.

Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. 1,138 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Plan Group Financial held 15,562 shares of IBM worth $3.76M as of Q3 2026.
Plan Group Financial bought 2,709 IBM shares in Q3 2026, an estimated $643K.
IBM made up 0.74% of Plan Group Financial's portfolio in Q3 2026, its #40 holding.
Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
1,138 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.