Summit Wealth & Retirement Planning’s IBM IBM Stock Holding History

Summit Wealth & Retirement 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	–	Sell	-734	Closed	-$218K	–	114
2025 Q4	$218K	Buy	+734	New	+$220K	0.05%	107
2025 Q3	–	Sell	-705	Closed	-$208K	–	108
2025 Q2	$208K	Buy	+705	New	+$182K	0.06%	98
2021 Q1	–	Sell	-12,893	Closed	-$1.55M	–	111
2020 Q4	$1.55M	Buy	12,893 +418	+3%	+$48.3K	0.59%	36
2020 Q3	$1.45M	Hold	12,475	–	–	0.62%	33
2020 Q2	$1.44M	Buy	12,475 +53	+0.4%	+$6.16K	0.68%	36
2020 Q1	$1.32M	Hold	12,422	–	–	0.7%	37
2019 Q4	$1.59M	Hold	12,422	–	–	0.71%	32
2019 Q3	$1.73M	Hold	12,422	–	–	1.04%	21
2019 Q2	$1.64M	Hold	12,422	–	–	0.96%	22
2019 Q1	$1.68M	Sell	12,422 -4,013	-24%	-$512K	1%	23
2018 Q4	$1.79M	Buy	+16,435	New	+$1.97M	1.35%	17

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth & Retirement Planning's IBM Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of IBM (IBM) in Q1 2026, closing a stake of 734 shares — an estimated $218K sold.

Summit Wealth & Retirement Planning first reported a position in IBM in Q4 2018 and held it in 11 quarters. The position peaked at $1.79M in Q4 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Summit Wealth & Retirement Planning reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 734 IBM shares in Q1 2026, an estimated $218K.
Summit Wealth & Retirement Planning first reported a position in IBM in Q4 2018 and held it in 11 quarters.
Summit Wealth & Retirement Planning's IBM position peaked at $1.79M in Q4 2018.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.