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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
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

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 Group Financial's IBM Position: Q2 2026 in Review

Plan Group Financial increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $523K and bringing the position to 12,853 shares worth $3.61M. The position accounts for 0.74% of the portfolio, ranked #42.

Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plan Group Financial held 12,853 shares of IBM worth $3.61M as of Q2 2026.
  • Plan Group Financial bought 2,074 IBM shares in Q2 2026, an estimated $523K.
  • IBM made up 0.74% of Plan Group Financial's portfolio in Q2 2026, its #42 holding.
  • Plan Group Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.