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S.E.E.D. Planning Group’s IBM IBM Stock Holding History

S.E.E.D. Planning Group’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
Q3 		$1.43M Sell
6,515
-202
-3% -$48K 0.35% 54
2026
Q2 		$1.89M Sell
6,717
-215
-3% -$54.2K 0.5% 48
2026
Q1 		$1.68M Sell
6,932
-79
-1% -$21.4K 0.49% 44
2025
Q4 		$2.08M Sell
7,011
-304
-4% -$91K 0.59% 41
2025
Q3 		$2.06M Sell
7,315
-32
-0.4% -$8.38K 0.6% 39
2025
Q2 		$2.17M Buy
7,347
+636
+9% +$164K 0.68% 39
2025
Q1 		$1.67M Buy
6,711
+363
+6% +$88.8K 0.56% 44
2024
Q4 		$1.4M Buy
6,348
+126
+2% +$28.1K 0.47% 50
2024
Q3 		$1.38M Buy
6,222
+138
+2% +$27.1K 0.46% 51
2024
Q2 		$1.05M Sell
6,084
-5,436
-47% -$945K 0.38% 53
2024
Q1 		$2.2M Buy
11,520
+6,127
+114% +$1.12M 0.8% 37
2023
Q4 		$882K Buy
5,393
+355
+7% +$53.6K 0.36% 46
2023
Q3 		$707K Sell
5,038
-446
-8% -$63.5K 0.27% 48
2023
Q2 		$734K Buy
5,484
+316
+6% +$40.8K 0.26% 50
2023
Q1 		$678K Sell
5,168
-197
-4% -$26.4K 0.26% 51
2022
Q4 		$756K Sell
5,365
-550
-9% -$75.9K 0.33% 46
2022
Q3 		$703K Sell
5,915
-44
-0.7% -$5.77K 0.33% 48
2022
Q2 		$841K Buy
5,959
+2
+0% +$270 0.38% 43
2022
Q1 		$775K Sell
5,957
-223
-4% -$29.1K 0.33% 47
2021
Q4 		$826K Sell
6,180
-1,803
-23% -$226K 0.36% 46
2021
Q3 		$1.06M Sell
7,983
-885
-10% -$118K 0.5% 42
2021
Q2 		$1.24M Buy
8,868
+1,492
+20% +$204K 0.61% 39
2021
Q1 		$940K Sell
7,376
-1,553
-17% -$186K 0.52% 45
2020
Q4 		$1.07M Buy
8,929
+3,189
+56% +$369K 0.65% 40
2020
Q3 		$668K Sell
5,740
-507
-8% -$59.7K 0.49% 39
2020
Q2 		$721K Sell
6,247
-585
-9% -$67.9K 0.56% 39
2020
Q1 		$725K Sell
6,832
-31
-0.5% -$3.92K 0.7% 37
2019
Q4 		$879K Buy
+6,863
New +$892K 0.76% 35

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.E.E.D. Planning Group's IBM Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its IBM (IBM) stake by 3% in Q3 2026, selling an estimated $48K and leaving 6,515 shares worth $1.43M. The position accounts for 0.35% of the portfolio, ranked #54.

S.E.E.D. Planning Group first reported a position in IBM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.2M in Q1 2024. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • S.E.E.D. Planning Group held 6,515 shares of IBM worth $1.43M as of Q3 2026.
  • S.E.E.D. Planning Group sold 202 IBM shares in Q3 2026, an estimated $48K.
  • IBM made up 0.35% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #54 holding.
  • S.E.E.D. Planning Group first reported a position in IBM in Q4 2019 and has held it in 28 quarters since.
  • S.E.E.D. Planning Group's IBM position peaked at $2.2M in Q1 2024.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.