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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Retirement Planning Group (New York) increased its IBM (IBM) stake by 72% in Q1 2026, buying an estimated $242K and bringing the position to 2,133 shares worth $517K. The position accounts for 0.33% of the portfolio, ranked #51.

Retirement Planning Group (New York) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Retirement Planning Group (New York) held 2,133 shares of IBM worth $517K as of Q1 2026.
  • Retirement Planning Group (New York) bought 895 IBM shares in Q1 2026, an estimated $242K.
  • IBM made up 0.33% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #51 holding.
  • Retirement Planning Group (New York) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.