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Retirement Planning Company of New England’s IBM IBM Stock Holding History

Retirement Planning Company of New England’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 		$1.12M Buy
3,975
+31
+0.8% +$7.81K 0.4% 67
2026
Q1 		$956K Buy
3,944
+150
+4% +$40.6K 0.39% 75
2025
Q4 		$1.12M Sell
3,794
-44
-1% -$13.2K 0.45% 60
2025
Q3 		$1.08M Buy
3,838
+76
+2% +$19.9K 0.44% 64
2025
Q2 		$1.11M Sell
3,762
-23
-0.6% -$5.93K 0.49% 57
2025
Q1 		$941K Sell
3,785
-23
-0.6% -$5.63K 0.47% 59
2024
Q4 		$837K Sell
3,808
-66
-2% -$14.7K 0.41% 68
2024
Q3 		$857K Buy
3,874
+130
+3% +$25.5K 0.43% 68
2024
Q2 		$647K Buy
3,744
+150
+4% +$26.1K 0.35% 83
2024
Q1 		$686K Sell
3,594
-1,737
-33% -$317K 0.38% 83
2023
Q4 		$872K Buy
5,331
+508
+11% +$76.8K 0.39% 78
2023
Q3 		$677K Buy
4,823
+373
+8% +$53.1K 0.38% 85
2023
Q2 		$595K Sell
4,450
-44
-1% -$5.68K 0.34% 93
2023
Q1 		$589K Buy
4,494
+11
+0.2% +$1.47K 0.36% 96
2022
Q4 		$632K Buy
4,483
+11
+0.2% +$1.52K 0.41% 82
2022
Q3 		$531K Buy
4,472
+256
+6% +$33.6K 0.38% 86
2022
Q2 		$595K Sell
4,216
-459
-10% -$62K 0.41% 81
2022
Q1 		$607K Buy
4,675
+97
+2% +$12.7K 0.34% 93
2021
Q4 		$612K Buy
+4,578
New +$574K 0.3% 92

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Planning Company of New England's IBM Position: Q2 2026 in Review

Retirement Planning Company of New England increased its IBM (IBM) stake by 0.79% in Q2 2026, buying an estimated $7.81K and bringing the position to 3,975 shares worth $1.12M. The position accounts for 0.4% of the portfolio, ranked #67.

Retirement Planning Company of New England first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2025. 2,569 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Planning Company of New England held 3,975 shares of IBM worth $1.12M as of Q2 2026.
  • Retirement Planning Company of New England bought 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.4% of Retirement Planning Company of New England's portfolio in Q2 2026, its #67 holding.
  • Retirement Planning Company of New England first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's IBM position peaked at $1.12M in Q4 2025.
  • 2,569 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.