Planning Directions’s IBM IBM Stock Holding History

Planning Directions’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	$261K	Sell	927 -129	-12%	-$32.5K	0.12%	94
2026 Q1	$256K	Buy	1,056 +6	+0.6%	+$1.62K	0.13%	89
2025 Q4	$311K	Buy	1,050 +5	+0.5%	+$1.5K	0.16%	67
2025 Q3	$295K	Buy	1,045 +127	+14%	+$33.2K	0.15%	69
2025 Q2	$271K	Sell	918 -58	-6%	-$14.9K	0.15%	66
2025 Q1	$243K	Buy	976 +6	+0.6%	+$1.47K	0.1%	108
2024 Q4	$213K	Buy	970 +6	+0.6%	+$1.34K	0.12%	73
2024 Q3	$213K	Buy	+964	New	+$189K	0.13%	77
2024 Q2	–	Sell	-1,079	Closed	-$206K	–	74
2024 Q1	$206K	Buy	+1,079	New	+$197K	0.14%	72
2020 Q2	–	Sell	-5,641	Closed	-$598K	–	77
2020 Q1	$598K	Buy	+5,641	New	+$713K	0.84%	32
2019 Q2	–	Sell	-1,559	Closed	-$210K	–	58
2019 Q1	$210K	Buy	+1,559	New	+$199K	0.25%	50
2018 Q4	–	Sell	-1,527	Closed	-$221K	–	51
2018 Q3	$221K	Buy	+1,527	New	+$213K	0.21%	50
2018 Q2	–	Sell	-2,325	Closed	-$341K	–	54
2018 Q1	$341K	Buy	+2,325	New	+$352K	0.33%	39

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Directions's IBM Position: Q2 2026 in Review

Planning Directions reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $32.5K and leaving 927 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #94.

Planning Directions first reported a position in IBM in Q1 2018 and has held it in 13 quarters since. The position peaked at $598K in Q1 2020. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Planning Directions held 927 shares of IBM worth $261K as of Q2 2026.
Planning Directions sold 129 IBM shares in Q2 2026, an estimated $32.5K.
IBM made up 0.12% of Planning Directions's portfolio in Q2 2026, its #94 holding.
Planning Directions first reported a position in IBM in Q1 2018 and has held it in 13 quarters since.
Planning Directions's IBM position peaked at $598K in Q1 2020.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.