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Planning Solutions Group’s IBM IBM Stock Holding History

Planning Solutions Group’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
2019
Q2 		$778K Hold
5,898
– – 0.4% 49
2019
Q1 		$795K Buy
5,898
+485
+9% +$61.8K 0.43% 47
2018
Q4 		$588K Buy
+5,413
New +$650K 0.36% 58

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Solutions Group's IBM Position: Q2 2019 in Review

Planning Solutions Group held its IBM (IBM) position steady in Q2 2019 at 5,898 shares worth $778K. The position accounts for 0.4% of the portfolio, ranked #49.

Planning Solutions Group first reported a position in IBM in Q4 2018 and has held it in 3 quarters since. The position peaked at $795K in Q1 2019. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

  • Planning Solutions Group held 5,898 shares of IBM worth $778K as of Q2 2019.
  • Planning Solutions Group left its IBM share count unchanged in Q2 2019.
  • IBM made up 0.4% of Planning Solutions Group's portfolio in Q2 2019, its #49 holding.
  • Planning Solutions Group first reported a position in IBM in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's IBM position peaked at $795K in Q1 2019.
  • 1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.