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Vertex Planning Partners’s IBM IBM Stock Holding History

Vertex Planning Partners’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
2025
Q4 		– Sell
-1,364
Closed -$385K – 149
2025
Q3 		$385K Sell
1,364
-1
-0.1% -$262 0.07% 140
2025
Q2 		$402K Sell
1,365
-48
-3% -$12.4K 0.08% 122
2025
Q1 		$351K Buy
1,413
+50
+4% +$12.2K 0.08% 130
2024
Q4 		$300K Buy
1,363
+17
+1% +$3.79K 0.07% 147
2024
Q3 		$298K Buy
1,346
+47
+4% +$9.22K 0.07% 131
2024
Q2 		$225K Sell
1,299
-83
-6% -$14.4K 0.06% 143
2024
Q1 		$264K Sell
1,382
-188
-12% -$34.3K 0.07% 134
2023
Q4 		$257K Buy
+1,570
New +$237K 0.08% 132

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vertex Planning Partners's IBM Position: Q4 2025 in Review

Vertex Planning Partners sold out of IBM (IBM) in Q4 2025, closing a stake of 1,364 shares — an estimated $385K sold.

Vertex Planning Partners first reported a position in IBM in Q4 2023 and held it in 8 quarters. The position peaked at $402K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Vertex Planning Partners reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,364 IBM shares in Q4 2025, an estimated $385K.
  • Vertex Planning Partners first reported a position in IBM in Q4 2023 and held it in 8 quarters.
  • Vertex Planning Partners's IBM position peaked at $402K in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.