Planned Solutions’s IBM IBM Stock Holding History

Planned Solutions’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	$1.07M	Buy	3,810 +27	+0.7%	+$6.8K	0.31%	43
2026 Q1	$917K	Sell	3,783 -100	-3%	-$27.1K	0.3%	41
2025 Q4	$1.15M	Buy	3,883 +25	+0.6%	+$7.49K	0.37%	36
2025 Q3	$1.09M	Buy	3,858 +100	+3%	+$26.2K	0.37%	36
2025 Q2	$1.11M	Hold	3,758	–	–	0.42%	34
2025 Q1	$934K	Hold	3,758	–	–	0.38%	34
2024 Q4	$826K	Sell	3,758 -9	-0.2%	-$2K	0.33%	35
2024 Q3	$833K	Buy	3,767 +29	+0.8%	+$5.69K	0.33%	31
2024 Q2	$646K	Hold	3,738	–	–	0.31%	37
2024 Q1	$714K	Hold	3,738	–	–	0.35%	35
2023 Q4	$611K	Buy	3,738 +51	+1%	+$7.71K	0.29%	36
2023 Q3	$517K	Sell	3,687 -148	-4%	-$21.1K	0.31%	39
2023 Q2	$513K	Sell	3,835 -527	-12%	-$68K	0.3%	39
2023 Q1	$572K	Hold	4,362	–	–	0.36%	35
2022 Q4	$615K	Hold	4,362	–	–	0.45%	31
2022 Q3	$518K	Hold	4,362	–	–	0.43%	31
2022 Q2	$616K	Hold	4,362	–	–	0.58%	27
2022 Q1	$567K	Hold	4,362	–	–	0.4%	31
2021 Q4	$583K	Buy	+4,362	New	+$547K	0.39%	36
2021 Q1	–	Sell	-941	Closed	-$113K	–	219
2020 Q4	$113K	Sell	941 -586	-38%	-$67.7K	0.09%	87
2020 Q3	$178K	Buy	+1,527	New	+$180K	0.17%	51

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planned Solutions's IBM Position: Q2 2026 in Review

Planned Solutions increased its IBM (IBM) stake by 0.71% in Q2 2026, buying an estimated $6.8K and bringing the position to 3,810 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #43.

Planned Solutions first reported a position in IBM in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Planned Solutions held 3,810 shares of IBM worth $1.07M as of Q2 2026.
Planned Solutions bought 27 IBM shares in Q2 2026, an estimated $6.8K.
IBM made up 0.31% of Planned Solutions's portfolio in Q2 2026, its #43 holding.
Planned Solutions first reported a position in IBM in Q3 2020 and has held it in 21 quarters since.
Planned Solutions's IBM position peaked at $1.15M in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.