Retirement Planning Group (Kansas)’s IBM IBM Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$1.6M	Sell	6,582 -574	-8%	-$155K	0.05%	157
2025 Q4	$2.12M	Buy	7,156 +752	+12%	+$225K	0.07%	111
2025 Q3	$1.81M	Buy	6,404 +2,760	+76%	+$722K	0.06%	123
2025 Q2	$1.07M	Sell	3,644 -54	-1%	-$13.9K	0.05%	138
2025 Q1	$919K	Buy	3,698 +183	+5%	+$44.8K	0.04%	141
2024 Q4	$773K	Buy	3,515 +719	+26%	+$160K	0.04%	152
2024 Q3	$618K	Buy	+2,796	New	+$548K	0.03%	164
2017 Q2	–	Sell	-1,272	Closed	-$212K	–	51
2017 Q1	$212K	Buy	+1,272	New	+$213K	0.06%	51
2014 Q4	–	Sell	-1,228	Closed	-$223K	–	69
2014 Q3	$223K	Buy	+1,228	New	+$224K	0.07%	61

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IBM Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its IBM (IBM) stake by 8% in Q1 2026, selling an estimated $155K and leaving 6,582 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #157.

Retirement Planning Group (Kansas) first reported a position in IBM in Q3 2014 and has held it in 9 quarters since. The position peaked at $2.12M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Retirement Planning Group (Kansas) held 6,582 shares of IBM worth $1.6M as of Q1 2026.
Retirement Planning Group (Kansas) sold 574 IBM shares in Q1 2026, an estimated $155K.
IBM made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #157 holding.
Retirement Planning Group (Kansas) first reported a position in IBM in Q3 2014 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s IBM position peaked at $2.12M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.