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Retirement Planning Group (New York)’s IBM IBM Stock Holding History

Retirement Planning Group (New York)’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 		$374K Sell
1,331
-802
-38% -$202K 0.2% 69
2026
Q1 		$517K Buy
2,133
+895
+72% +$242K 0.33% 51
2025
Q4 		$367K Buy
1,238
+262
+27% +$78.5K 0.25% 58
2025
Q3 		$275K Sell
976
-152
-13% -$39.8K 0.21% 73
2025
Q2 		$332K Sell
1,128
-3
-0.3% -$773 0.29% 55
2025
Q1 		$281K Buy
1,131
+96
+9% +$23.5K 0.29% 56
2024
Q4 		$228K Buy
+1,035
New +$231K 0.25% 60

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

Retirement Planning Group (New York)'s IBM Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its IBM (IBM) stake by 38% in Q2 2026, selling an estimated $202K and leaving 1,331 shares worth $374K. The position accounts for 0.2% of the portfolio, ranked #69.

Retirement Planning Group (New York) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2026. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Retirement Planning Group (New York) held 1,331 shares of IBM worth $374K as of Q2 2026.
  • Retirement Planning Group (New York) sold 802 IBM shares in Q2 2026, an estimated $202K.
  • IBM made up 0.2% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #69 holding.
  • Retirement Planning Group (New York) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s IBM position peaked at $517K in Q1 2026.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.