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United Financial Planning Group’s IBM IBM Stock Holding History

United Financial 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
Q2 		$133K Sell
472
-99
-17% -$24.9K 0.07% 66
2026
Q1 		$138K Sell
571
-77
-12% -$20.8K 0.08% 56
2025
Q4 		$192K Sell
648
-2
-0.3% -$599 0.12% 55
2025
Q3 		$183K Buy
+650
New +$170K 0.12% 49

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 $3.37T AUM 44.26% 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

United Financial Planning Group's IBM Position: Q2 2026 in Review

United Financial Planning Group reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $24.9K and leaving 472 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #66.

United Financial Planning Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $192K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • United Financial Planning Group held 472 shares of IBM worth $133K as of Q2 2026.
  • United Financial Planning Group sold 99 IBM shares in Q2 2026, an estimated $24.9K.
  • IBM made up 0.07% of United Financial Planning Group's portfolio in Q2 2026, its #66 holding.
  • United Financial Planning Group first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's IBM position peaked at $192K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.