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Planning Alternatives’s IBM IBM Stock Holding History

Planning Alternatives’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 		$830K Sell
3,425
-8
-0.2% -$2.17K 0.11% 48
2025
Q4 		$1.02M Buy
3,433
+45
+1% +$13.5K 0.13% 39
2025
Q3 		$956K Sell
3,388
-76
-2% -$19.9K 0.12% 37
2025
Q2 		$1.02M Buy
3,464
+595
+21% +$153K 0.14% 33
2025
Q1 		$713K Hold
2,869
– – 0.11% 37
2024
Q4 		$631K Hold
2,869
– – 0.1% 35
2024
Q3 		$634K Sell
2,869
-11
-0.4% -$2.16K 0.1% 36
2024
Q2 		$498K Buy
2,880
+11
+0.4% +$1.91K 0.08% 38
2024
Q1 		$548K Hold
2,869
– – 0.09% 35
2023
Q4 		$469K Sell
2,869
-90
-3% -$13.6K 0.08% 34
2023
Q3 		$415K Sell
2,959
-68
-2% -$9.68K 0.08% 34
2023
Q2 		$405K Sell
3,027
-397
-12% -$51.2K 0.07% 33
2023
Q1 		$449K Buy
3,424
+555
+19% +$74.2K 0.09% 33
2022
Q4 		$404K Hold
2,869
– – 0.07% 34
2022
Q3 		$341K Hold
2,869
– – 0.07% 32
2022
Q2 		$405K Hold
2,869
– – 0.08% 33
2022
Q1 		$373K Sell
2,869
-19
-0.7% -$2.48K 0.06% 35
2021
Q4 		$386K Sell
2,888
-113
-4% -$14.2K 0.06% 35
2021
Q3 		$399K Hold
3,001
– – 0.07% 32
2021
Q2 		$421K Sell
3,001
-154
-5% -$21.1K 0.07% 31
2021
Q1 		$402K Hold
3,155
– – 0.07% 33
2020
Q4 		$380K Hold
3,155
– – 0.07% 32
2020
Q3 		$367K Hold
3,155
– – 0.07% 35
2020
Q2 		$364K Sell
3,155
-209
-6% -$24.3K 0.07% 34
2020
Q1 		$357K Hold
3,364
– – 0.08% 34
2019
Q4 		$431K Hold
3,364
– – 0.08% 37
2019
Q3 		$468K Sell
3,364
-105
-3% -$14.2K 0.09% 38
2019
Q2 		$457K Sell
3,469
-160
-4% -$21K 0.08% 39
2019
Q1 		$490K Sell
3,629
-19
-0.5% -$2.42K 0.09% 38
2018
Q4 		$397K Sell
3,648
-245
-6% -$29.4K 0.08% 37
2018
Q3 		$563K Buy
3,893
+42
+1% +$5.87K 0.1% 35
2018
Q2 		$514K Buy
+3,851
New +$537K 0.09% 37
2018
Q1 		– Sell
-3,659
Closed -$537K – 45
2017
Q4 		$537K Hold
3,659
– – 0.1% 36
2017
Q3 		$507K Sell
3,659
-38
-1% -$5.29K 0.09% 38
2017
Q2 		$544K Buy
3,697
+38
+1% +$5.73K 0.1% 38
2017
Q1 		$609K Sell
3,659
-209
-5% -$35K 0.12% 36
2016
Q4 		$614K Buy
3,868
+104
+3% +$15.8K 0.13% 34
2016
Q3 		$572K Hold
3,764
– – 0.12% 34
2016
Q2 		$546K Hold
3,764
– – 0.12% 35
2016
Q1 		$545K Sell
3,764
-695
-16% -$88.8K 0.12% 34
2015
Q4 		$587K Buy
4,459
+403
+10% +$54.1K 0.14% 34
2015
Q3 		$562K Sell
4,056
-11
-0.3% -$1.62K 0.14% 33
2015
Q2 		$632K Hold
4,067
– – 0.13% 30
2015
Q1 		$624K Sell
4,067
-405
-9% -$61.4K 0.14% 30
2014
Q4 		$686K Hold
4,472
– – 0.15% 32
2014
Q3 		$812K Buy
4,472
+251
+6% +$45.7K 0.2% 29
2014
Q2 		$731K Buy
4,221
+845
+25% +$152K 0.18% 30
2014
Q1 		$621K Sell
3,376
-1,367
-29% -$241K 0.18% 28
2013
Q4 		$805K Buy
+4,743
New +$818K 0.25% 21

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

Planning Alternatives's IBM Position: Q1 2026 in Review

Planning Alternatives reduced its IBM (IBM) stake by 0.23% in Q1 2026, selling an estimated $2.17K and leaving 3,425 shares worth $830K. The position accounts for 0.11% of the portfolio, ranked #48.

Planning Alternatives first reported a position in IBM in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.02M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Planning Alternatives held 3,425 shares of IBM worth $830K as of Q1 2026.
  • Planning Alternatives sold 8 IBM shares in Q1 2026, an estimated $2.17K.
  • IBM made up 0.11% of Planning Alternatives's portfolio in Q1 2026, its #48 holding.
  • Planning Alternatives first reported a position in IBM in Q4 2013 and has held it in 49 quarters since.
  • Planning Alternatives's IBM position peaked at $1.02M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Planning Alternatives's 13F filing for Q1 2026, filed 7 May 2026.