SPG
IBM icon

Strategic Planning Group’s IBM IBM Stock Holding History

Strategic Planning Group’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
-44,283
Closed -$13.1M – 81
2025
Q4 		$13.1M Buy
44,283
+1,832
+4% +$549K 1.69% 18
2025
Q3 		$12M Buy
42,451
+13,031
+44% +$3.41M 1.62% 17
2025
Q2 		$8.67M Buy
29,420
+1,262
+4% +$325K 1.41% 20
2025
Q1 		$7M Sell
28,158
-6,194
-18% -$1.52M 1.37% 24
2024
Q4 		$7.55M Buy
34,352
+574
+2% +$128K 1.39% 20
2024
Q3 		$7.47M Buy
33,778
+1,280
+4% +$251K 1.47% 21
2024
Q2 		$5.62M Buy
32,498
+9,401
+41% +$1.63M 1.23% 25
2024
Q1 		$4.41M Buy
23,097
+3,086
+15% +$563K 1.1% 23
2023
Q4 		$3.27M Buy
+20,011
New +$3.02M 1.09% 26

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

Strategic Planning Group's IBM Position: Q1 2026 in Review

Strategic Planning Group sold out of IBM (IBM) in Q1 2026, closing a stake of 44,283 shares — an estimated $13.1M sold.

Strategic Planning Group first reported a position in IBM in Q4 2023 and held it in 9 quarters. The position peaked at $13.1M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategic Planning Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Group sold 44,283 IBM shares in Q1 2026, an estimated $13.1M.
  • Strategic Planning Group first reported a position in IBM in Q4 2023 and held it in 9 quarters.
  • Strategic Planning Group's IBM position peaked at $13.1M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.