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Total Wealth Planning & Management’s IBM IBM Stock Holding History

Total Wealth Planning & Management’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 		$270K Hold
1,112
– – 0.2% 169
2025
Q4 		$329K Buy
+1,112
New +$333K 0.24% 138
2025
Q2 		$343K Buy
1,162
+50
+4% +$12.9K 0.28% 133
2025
Q1 		$277K Sell
1,112
-15
-1% -$3.67K 0.26% 144
2024
Q4 		$248K Buy
+1,127
New +$251K 0.22% 159

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

Total Wealth Planning & Management's IBM Position: Q1 2026 in Review

Total Wealth Planning & Management held its IBM (IBM) position steady in Q1 2026 at 1,112 shares worth $270K. The position accounts for 0.2% of the portfolio, ranked #169.

Total Wealth Planning & Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. The position peaked at $343K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Total Wealth Planning & Management held 1,112 shares of IBM worth $270K as of Q1 2026.
  • Total Wealth Planning & Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.2% of Total Wealth Planning & Management's portfolio in Q1 2026, its #169 holding.
  • Total Wealth Planning & Management first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's IBM position peaked at $343K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.