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Plancorp LLC’s IBM IBM Stock Holding History

Plancorp LLC’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 		$1.48M Sell
5,102
-1,336
-21% -$337K 0.04% 162
2026
Q1 		$1.49M Sell
6,438
-369
-5% -$99.8K 0.04% 129
2025
Q4 		$2.02M Sell
6,807
-474
-7% -$142K 0.06% 107
2025
Q3 		$2.05M Sell
7,281
-2
-0% -$524 0.06% 109
2025
Q2 		$2.15M Buy
7,283
+357
+5% +$92K 0.07% 109
2025
Q1 		$1.72M Sell
6,926
-336
-5% -$82.2K 0.07% 110
2024
Q4 		$1.6M Buy
7,262
+84
+1% +$18.7K 0.07% 98
2024
Q3 		$1.59M Sell
7,178
-369
-5% -$72.4K 0.06% 95
2024
Q2 		$1.31M Buy
7,547
+130
+2% +$22.6K 0.06% 104
2024
Q1 		$1.42M Buy
7,417
+194
+3% +$35.4K 0.06% 100
2023
Q4 		$1.18M Buy
7,223
+194
+3% +$29.3K 0.06% 102
2023
Q3 		$986K Buy
7,029
+1,106
+19% +$157K 0.05% 109
2023
Q2 		$793K Buy
5,923
+214
+4% +$27.6K 0.04% 120
2023
Q1 		$748K Buy
5,709
+39
+0.7% +$5.22K 0.04% 128
2022
Q4 		$799K Buy
5,670
+209
+4% +$28.8K 0.05% 112
2022
Q3 		$649K Sell
5,461
-114
-2% -$15K 0.04% 117
2022
Q2 		$787K Buy
5,575
+104
+2% +$14K 0.05% 110
2022
Q1 		$711K Sell
5,471
-63
-1% -$8.22K 0.05% 123
2021
Q4 		$740K Sell
5,534
-9
-0.2% -$1.13K 0.05% 119
2021
Q3 		$736K Buy
5,543
+121
+2% +$16.2K 0.05% 114
2021
Q2 		$760K Sell
5,422
-356
-6% -$48.7K 0.06% 105
2021
Q1 		$736K Sell
5,778
-18
-0.3% -$2.15K 0.16% 93
2020
Q4 		$698K Sell
5,796
-889
-13% -$103K 0.17% 93
2020
Q3 		$778K Buy
6,685
+457
+7% +$53.8K 0.24% 73
2020
Q2 		$719K Buy
6,228
+22
+0.4% +$2.56K 0.22% 78
2020
Q1 		$658K Sell
6,206
-187
-3% -$23.6K 0.25% 73
2019
Q4 		$819K Sell
6,393
-79
-1% -$10.3K 0.25% 74
2019
Q3 		$900K Buy
6,472
+15
+0.2% +$2.02K 0.34% 57
2019
Q2 		$851K Sell
6,457
-1,507
-19% -$198K 0.34% 59
2019
Q1 		$1.07M Sell
7,964
-185
-2% -$23.6K 0.41% 56
2018
Q4 		$886K Buy
8,149
+1,432
+21% +$172K 0.4% 58
2018
Q3 		$971K Sell
6,717
-124
-2% -$17.3K 0.38% 61
2018
Q2 		$914K Buy
6,841
+63
+0.9% +$8.79K 0.37% 59
2018
Q1 		$995K Buy
6,778
+227
+3% +$34.3K 0.32% 55
2017
Q4 		$962K Sell
6,551
-7
-0.1% -$1.02K 0.31% 58
2017
Q3 		$908K Sell
6,558
-852
-11% -$119K 0.27% 58
2017
Q2 		$1.09M Sell
7,410
-286
-4% -$43.1K 0.32% 51
2017
Q1 		$1.28M Buy
7,696
+53
+0.7% +$8.89K 0.37% 45
2016
Q4 		$1.21M Buy
+7,643
New +$1.16M 0.34% 48
2016
Q1 		– Sell
-1,585
Closed -$209K – 60
2015
Q4 		$209K Hold
1,585
– – 0.25% 76
2015
Q3 		$220K Hold
1,585
– – 0.2% 88
2015
Q2 		$246K Sell
1,585
-1,318
-45% -$212K 0.23% 64
2015
Q1 		$445K Buy
2,903
+1,318
+83% +$200K 0.44% 56
2014
Q4 		$243K Sell
1,585
-4,102
-72% -$653K 0.25% 58
2014
Q3 		$1.03M Buy
5,687
+2,533
+80% +$461K 1.09% 21
2014
Q2 		$547K Sell
3,154
-3,485
-52% -$627K 0.49% 32
2014
Q1 		$1.22M Buy
6,639
+1,075
+19% +$189K 0.83% 29
2013
Q4 		$998K Buy
+5,564
New +$960K 0.88% 23

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Plancorp LLC's IBM Position: Q2 2026 in Review

Plancorp LLC reduced its IBM (IBM) stake by 21% in Q2 2026, selling an estimated $337K and leaving 5,102 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #162.

Plancorp LLC first reported a position in IBM in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.15M in Q2 2025. 1,858 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plancorp LLC held 5,102 shares of IBM worth $1.48M as of Q2 2026.
  • Plancorp LLC sold 1,336 IBM shares in Q2 2026, an estimated $337K.
  • IBM made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #162 holding.
  • Plancorp LLC first reported a position in IBM in Q4 2013 and has held it in 48 quarters since.
  • Plancorp LLC's IBM position peaked at $2.15M in Q2 2025.
  • 1,858 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.