St. Louis Financial Planners Asset Management’s IBM IBM Stock Holding History

St. Louis Financial Planners Asset 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 Q2	$4.12M	Buy	14,234 +3,659	+35%	+$922K	2.2%	13
2026 Q1	$2.56M	Buy	+10,575	New	+$2.86M	1.45%	25
2025 Q4	–	Sell	-11,076	Closed	-$3.13M	–	47
2025 Q3	$3.13M	Buy	+11,076	New	+$2.9M	2.02%	14
2024 Q1	–	Sell	-12,339	Closed	-$2.02M	–	39
2023 Q4	$2.02M	Buy	+12,339	New	+$1.86M	1.88%	13

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

St. Louis Financial Planners Asset Management's IBM Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its IBM (IBM) stake by 35% in Q2 2026, buying an estimated $922K and bringing the position to 14,234 shares worth $4.12M. The position accounts for 2.2% of the portfolio, ranked #13.

St. Louis Financial Planners Asset Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

St. Louis Financial Planners Asset Management held 14,234 shares of IBM worth $4.12M as of Q2 2026.
St. Louis Financial Planners Asset Management bought 3,659 IBM shares in Q2 2026, an estimated $922K.
IBM made up 2.2% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #13 holding.
St. Louis Financial Planners Asset Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.