SEEDPG
IBM icon

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
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

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

S.E.E.D. Planning Group's IBM Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $21.4K and leaving 6,932 shares worth $1.68M. The position accounts for 0.49% of the portfolio, ranked #44.

S.E.E.D. Planning Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.2M in Q1 2024. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • S.E.E.D. Planning Group held 6,932 shares of IBM worth $1.68M as of Q1 2026.
  • S.E.E.D. Planning Group sold 79 IBM shares in Q1 2026, an estimated $21.4K.
  • IBM made up 0.49% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #44 holding.
  • S.E.E.D. Planning Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • S.E.E.D. Planning Group's IBM position peaked at $2.2M in Q1 2024.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.