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Plante Moran Financial Advisors’s IBM IBM Stock Holding History

Plante Moran Financial Advisors’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 		$836K Sell
2,971
-25
-0.8% -$6.3K 0.04% 60
2026
Q1 		$726K Sell
2,996
-790
-21% -$214K 0.05% 63
2025
Q4 		$1.12M Buy
3,786
+814
+27% +$244K 0.07% 44
2025
Q3 		$839K Sell
2,972
-47
-2% -$12.3K 0.05% 54
2025
Q2 		$890K Sell
3,019
-943
-24% -$243K 0.06% 51
2025
Q1 		$985K Sell
3,962
-1,934
-33% -$473K 0.08% 41
2024
Q4 		$1.3M Sell
5,896
-414
-7% -$92.2K 0.11% 35
2024
Q3 		$1.4M Buy
6,310
+1,017
+19% +$199K 0.12% 37
2024
Q2 		$915K Hold
5,293
– – 0.09% 49
2024
Q1 		$1.01M Buy
5,293
+600
+13% +$109K 0.11% 48
2023
Q4 		$768K Sell
4,693
-61
-1% -$9.22K 0.08% 58
2023
Q3 		$667K Buy
4,754
+168
+4% +$23.9K 0.08% 58
2023
Q2 		$614K Buy
4,586
+215
+5% +$27.7K 0.07% 70
2023
Q1 		$573K Sell
4,371
-522
-11% -$69.8K 0.08% 71
2022
Q4 		$689K Buy
4,893
+42
+0.9% +$5.79K 0.1% 59
2022
Q3 		$576K Sell
4,851
-701
-13% -$92K 0.1% 67
2022
Q2 		$784K Buy
5,552
+305
+6% +$41.2K 0.13% 54
2022
Q1 		$682K Sell
5,247
-718
-12% -$93.6K 0.13% 67
2021
Q4 		$797K Buy
5,965
+2,268
+61% +$284K 0.13% 65
2021
Q3 		$491K Sell
3,697
-993
-21% -$133K 0.11% 89
2021
Q2 		$657K Sell
4,690
-75
-2% -$10.3K 0.16% 71
2021
Q1 		$607K Sell
4,765
-427
-8% -$51.1K 0.17% 68
2020
Q4 		$625K Sell
5,192
-406
-7% -$46.9K 0.19% 64
2020
Q3 		$651K Buy
5,598
+571
+11% +$67.2K 0.23% 60
2020
Q2 		$580K Sell
5,027
-253
-5% -$29.4K 0.23% 60
2020
Q1 		$560K Sell
5,280
-341
-6% -$43.1K 0.26% 58
2019
Q4 		$720K Buy
5,621
+57
+1% +$7.41K 0.25% 58
2019
Q3 		$773K Buy
5,564
+47
+0.9% +$6.34K 0.23% 60
2019
Q2 		$727K Sell
5,517
-560
-9% -$73.6K 0.22% 61
2019
Q1 		$820K Buy
6,077
+117
+2% +$14.9K 0.25% 54
2018
Q4 		$648K Buy
5,960
+293
+5% +$35.2K 0.23% 62
2018
Q3 		$819K Buy
5,667
+691
+14% +$96.6K 0.27% 52
2018
Q2 		$665K Sell
4,976
-632
-11% -$88.1K 0.34% 61
2018
Q1 		$823K Buy
5,608
+671
+14% +$102K 0.45% 49
2017
Q4 		$724K Sell
4,937
-419
-8% -$60.9K 0.4% 54
2017
Q3 		$743K Sell
5,356
-86
-2% -$12K 0.44% 48
2017
Q2 		$800K Sell
5,442
-574
-10% -$86.5K 0.5% 43
2017
Q1 		$1M Buy
6,016
+276
+5% +$46.3K 0.6% 33
2016
Q4 		$911K Sell
5,740
-3,649
-39% -$556K 0.57% 35
2016
Q3 		$1.43M Buy
9,389
+795
+9% +$121K 0.96% 19
2016
Q2 		$1.25M Sell
8,594
-549
-6% -$78.6K 0.9% 24
2016
Q1 		$1.32M Sell
9,143
-182
-2% -$23.2K 1.02% 18
2015
Q4 		$1.23M Sell
9,325
-716
-7% -$96.2K 0.92% 20
2015
Q3 		$1.39M Sell
10,041
-2,079
-17% -$307K 1.1% 17
2015
Q2 		$1.89M Buy
12,120
+1,397
+13% +$225K 1.35% 12
2015
Q1 		$1.65M Sell
10,723
-629
-6% -$95.4K 1.15% 16
2014
Q4 		$1.74M Sell
11,352
-187
-2% -$29.8K 1.28% 14
2014
Q3 		$2.09M Sell
11,539
-1,664
-13% -$303K 1.83% 11
2014
Q2 		$2.29M Buy
13,203
+1,942
+17% +$350K 2.05% 11
2014
Q1 		$2.07M Sell
11,261
-536
-5% -$94.4K 2.26% 9
2013
Q4 		$2.12M Sell
11,797
-123
-1% -$21.2K 1.19% 11
2013
Q3 		$2.11M Buy
11,920
+286
+2% +$52K 1.29% 9
2013
Q2 		$2.13M Buy
+11,634
New +$2.27M 1.57% 8

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's IBM Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its IBM (IBM) stake by 0.83% in Q2 2026, selling an estimated $6.3K and leaving 2,971 shares worth $836K. The position accounts for 0.04% of the portfolio, ranked #60.

Plante Moran Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.29M in Q2 2014. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plante Moran Financial Advisors held 2,971 shares of IBM worth $836K as of Q2 2026.
  • Plante Moran Financial Advisors sold 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.04% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Plante Moran Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's IBM position peaked at $2.29M in Q2 2014.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.