Strategic Financial Planning’s IBM IBM Stock Holding History

Strategic 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 Q2	–	Sell	-10,988	Closed	-$282K	–	67
2026 Q1	$282K	Buy	+10,988	New	+$2.97M	0.16%	35

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Financial Planning's IBM Position: Q2 2026 in Review

Strategic Financial Planning sold out of IBM (IBM) in Q2 2026, closing a stake of 10,988 shares — an estimated $282K sold.

Strategic Financial Planning first reported a position in IBM in Q1 2026 and held it in 1 quarter. The position peaked at $282K in Q1 2026. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Strategic Financial Planning reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Strategic Financial Planning sold 10,988 IBM shares in Q2 2026, an estimated $282K.
Strategic Financial Planning first reported a position in IBM in Q1 2026 and held it in 1 quarter.
Strategic Financial Planning's IBM position peaked at $282K in Q1 2026.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.