Planning Strategies
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Planning Strategies’s IBM IBM Stock Holding History

Planning Strategies’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
Q3 		$1.11M Sell
5,042
-4
-0.1% -$950 0.66% 24
2026
Q2 		$1.42M Buy
+5,046
New +$1.27M 0.89% 20

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Planning Strategies's IBM Position: Q3 2026 in Review

Planning Strategies reduced its IBM (IBM) stake by 0.08% in Q3 2026, selling an estimated $950 and leaving 5,042 shares worth $1.11M. The position accounts for 0.66% of the portfolio, ranked #24.

Planning Strategies first reported a position in IBM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.42M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Planning Strategies held 5,042 shares of IBM worth $1.11M as of Q3 2026.
  • Planning Strategies sold 4 IBM shares in Q3 2026, an estimated $950.
  • IBM made up 0.66% of Planning Strategies's portfolio in Q3 2026, its #24 holding.
  • Planning Strategies first reported a position in IBM in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's IBM position peaked at $1.42M in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.