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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
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 $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

Sterling Financial Planning's IBM Position: Q1 2026 in Review

Sterling Financial Planning held its IBM (IBM) position steady in Q1 2026 at 1,667 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #80.

Sterling Financial Planning first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $732K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sterling Financial Planning held 1,667 shares of IBM worth $404K as of Q1 2026.
  • Sterling Financial Planning left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.12% of Sterling Financial Planning's portfolio in Q1 2026, its #80 holding.
  • Sterling Financial Planning first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's IBM position peaked at $732K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.