Spartan Planning & Wealth Management’s IBM IBM Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-1,908	Closed	-$565K	–	80
2025 Q4	$565K	Buy	1,908 +95	+5%	+$28.5K	0.42%	37
2025 Q3	$512K	Buy	1,813 +39	+2%	+$10.2K	0.4%	41
2025 Q2	$523K	Buy	1,774 +53	+3%	+$13.7K	0.45%	39
2025 Q1	$428K	Buy	1,721 +34	+2%	+$8.32K	0.41%	42
2024 Q4	$371K	Buy	+1,687	New	+$376K	0.34%	49
2023 Q4	$258K	Sell	1,580 -362	-19%	-$54.7K	0.28%	46
2023 Q3	$272K	Buy	+1,942	New	+$276K	0.32%	45
2022 Q4	$340K	Buy	+2,410	New	+$332K	0.42%	41
2022 Q3	–	Sell	-3,706	Closed	-$523K	–	94
2022 Q2	$523K	Buy	3,706 +2,660	+254%	+$359K	0.7%	16
2022 Q1	$136K	Buy	+1,046	New	+$136K	0.17%	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

Spartan Planning & Wealth Management's IBM Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 1,908 shares — an estimated $565K sold.

Spartan Planning & Wealth Management first reported a position in IBM in Q1 2022 and held it in 10 quarters. The position peaked at $565K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 1,908 IBM shares in Q1 2026, an estimated $565K.
Spartan Planning & Wealth Management first reported a position in IBM in Q1 2022 and held it in 10 quarters.
Spartan Planning & Wealth Management's IBM position peaked at $565K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.