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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
Q2 		$313K Hold
1,112
– – 0.21% 165
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Total Wealth Planning & Management's IBM Position: Q2 2026 in Review

Total Wealth Planning & Management held its IBM (IBM) position steady in Q2 2026 at 1,112 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #165.

Total Wealth Planning & Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Total Wealth Planning & Management held 1,112 shares of IBM worth $313K as of Q2 2026.
  • Total Wealth Planning & Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2026, its #165 holding.
  • Total Wealth Planning & Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's IBM position peaked at $343K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.