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Plotkin Financial Advisors’s IBM IBM Stock Holding History

Plotkin 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 		$1.28M Hold
4,552
– – 0.53% 36
2026
Q1 		$1.1M Hold
4,552
– – 0.55% 36
2025
Q4 		$1.35M Hold
4,552
– – 0.66% 32
2025
Q3 		$1.28M Hold
4,552
– – 0.63% 32
2025
Q2 		$1.34M Hold
4,552
– – 0.74% 31
2025
Q1 		$1.13M Hold
4,552
– – 0.7% 31
2024
Q4 		$1M Hold
4,552
– – 0.59% 35
2024
Q3 		$1.01M Hold
4,552
– – 0.6% 34
2024
Q2 		$787K Hold
4,552
– – 0.51% 39
2024
Q1 		$869K Buy
+4,552
New +$830K 0.58% 35

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 $3.38T AUM 44.17% 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

Plotkin Financial Advisors's IBM Position: Q2 2026 in Review

Plotkin Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 4,552 shares worth $1.28M. The position accounts for 0.53% of the portfolio, ranked #36.

Plotkin Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Plotkin Financial Advisors held 4,552 shares of IBM worth $1.28M as of Q2 2026.
  • Plotkin Financial Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.53% of Plotkin Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Plotkin Financial Advisors first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Plotkin Financial Advisors's IBM position peaked at $1.35M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.