Planning Center Inc’s IBM IBM Stock Holding History

Planning Center Inc’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	$554K	Sell	1,970 -1	-0.1%	-$252	0.05%	49
2026 Q1	$478K	Buy	1,971 +384	+24%	+$104K	0.05%	48
2025 Q4	$470K	Hold	1,587	–	–	0.05%	49
2025 Q3	$448K	Hold	1,587	–	–	0.05%	48
2025 Q2	$468K	Hold	1,587	–	–	0.05%	44
2025 Q1	$395K	Hold	1,587	–	–	0.05%	51
2024 Q4	$349K	Sell	1,587 -38	-2%	-$8.46K	0.04%	49
2024 Q3	$359K	Hold	1,625	–	–	0.04%	50
2024 Q2	$281K	Hold	1,625	–	–	0.04%	53
2024 Q1	$310K	Sell	1,625 -125	-7%	-$22.8K	0.07%	47
2023 Q4	$286K	Sell	1,750 -82	-4%	-$12.4K	0.07%	49
2023 Q3	$257K	Sell	1,832 -31	-2%	-$4.41K	0.07%	50
2023 Q2	$249K	Buy	1,863 +66	+4%	+$8.52K	0.06%	58
2023 Q1	$230K	Sell	1,797 -142	-7%	-$19K	0.06%	57
2022 Q4	$273K	Buy	1,939 +92	+5%	+$12.7K	0.08%	54
2022 Q3	$218K	Hold	1,847	–	–	0.17%	38
2022 Q2	$255K	Hold	1,847	–	–	0.2%	39
2022 Q1	$240K	Hold	1,847	–	–	0.69%	39
2021 Q4	$254K	Buy	+1,847	New	+$232K	0.2%	41

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

Planning Center Inc's IBM Position: Q2 2026 in Review

Planning Center Inc reduced its IBM (IBM) stake by 0.05% in Q2 2026, selling an estimated $252 and leaving 1,970 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #49.

Planning Center Inc first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Planning Center Inc held 1,970 shares of IBM worth $554K as of Q2 2026.
Planning Center Inc sold 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.05% of Planning Center Inc's portfolio in Q2 2026, its #49 holding.
Planning Center Inc first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.