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Planning Capital Management Corporation’s IBM IBM Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$326K Buy
1,474
+81
+6% +$15.9K 0.22% 67
2024
Q2 		$241K Buy
1,393
+8
+0.6% +$1.39K 0.17% 77
2024
Q1 		$264K Buy
1,385
+9
+0.7% +$1.64K 0.19% 69
2023
Q4 		$225K Buy
+1,376
New +$208K 0.18% 79

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Capital Management Corporation's IBM Position: Q3 2024 in Review

Planning Capital Management Corporation increased its IBM (IBM) stake by 5.8% in Q3 2024, buying an estimated $15.9K and bringing the position to 1,474 shares worth $326K. The position accounts for 0.22% of the portfolio, ranked #67.

Planning Capital Management Corporation first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Planning Capital Management Corporation held 1,474 shares of IBM worth $326K as of Q3 2024.
  • Planning Capital Management Corporation bought 81 IBM shares in Q3 2024, an estimated $15.9K.
  • IBM made up 0.22% of Planning Capital Management Corporation's portfolio in Q3 2024, its #67 holding.
  • Planning Capital Management Corporation first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.