Sterling Financial Planning
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Sterling Financial Planning’s IBM IBM Stock Holding History

Sterling Financial Planning’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 		$352K Sell
1,603
-64
-4% -$15.2K 0.1% 88
2026
Q2 		$469K Hold
1,667
– – 0.13% 77
2026
Q1 		$404K Hold
1,667
– – 0.12% 80
2025
Q4 		$494K Sell
1,667
-748
-31% -$224K 0.15% 73
2025
Q3 		$681K Sell
2,415
-68
-3% -$17.8K 0.21% 59
2025
Q2 		$732K Sell
2,483
-1
-0% -$258 0.24% 57
2025
Q1 		$618K Buy
2,484
+300
+14% +$73.4K 0.22% 60
2024
Q4 		$480K Buy
2,184
+18
+0.8% +$4.01K 0.18% 75
2024
Q3 		$479K Sell
2,166
-34
-2% -$6.67K 0.18% 75
2024
Q2 		$381K Hold
2,200
– – 0.15% 79
2024
Q1 		$420K Sell
2,200
-153
-7% -$27.9K 0.17% 75
2023
Q4 		$385K Buy
2,353
+230
+11% +$34.8K 0.17% 78
2023
Q3 		$298K Sell
2,123
-57
-3% -$8.11K 0.15% 77
2023
Q2 		$292K Buy
2,180
+3
+0.1% +$387 0.14% 78
2023
Q1 		$285K Hold
2,177
– – 0.15% 79
2022
Q4 		$307K Sell
2,177
-56
-3% -$7.72K 0.18% 75
2022
Q3 		$265K Sell
2,233
-36
-2% -$4.72K 0.19% 77
2022
Q2 		$320K Hold
2,269
– – 0.22% 67
2022
Q1 		$295K Hold
2,269
– – 0.19% 75
2021
Q4 		$303K Sell
2,269
-44
-2% -$5.52K 0.19% 77
2021
Q3 		$307K Sell
2,313
-250
-10% -$33.4K 0.2% 64
2021
Q2 		$359K Sell
2,563
-237
-8% -$32.4K 0.23% 55
2021
Q1 		$357K Sell
2,800
-120
-4% -$14.4K 0.25% 54
2020
Q4 		$352K Buy
+2,920
New +$337K 0.28% 50

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sterling Financial Planning's IBM Position: Q3 2026 in Review

Sterling Financial Planning reduced its IBM (IBM) stake by 3.8% in Q3 2026, selling an estimated $15.2K and leaving 1,603 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #88.

Sterling Financial Planning first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $732K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Sterling Financial Planning held 1,603 shares of IBM worth $352K as of Q3 2026.
  • Sterling Financial Planning sold 64 IBM shares in Q3 2026, an estimated $15.2K.
  • IBM made up 0.1% of Sterling Financial Planning's portfolio in Q3 2026, its #88 holding.
  • Sterling Financial Planning first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Sterling Financial Planning's IBM position peaked at $732K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.