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Virginia Estate & Retirement Planning Advisors’s IBM IBM Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$53.7K Buy
191
+1
+0.5% +$252 0.06% 43
2026
Q1 		$46K Buy
+190
New +$51.4K 0.08% 28

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

Virginia Estate & Retirement Planning Advisors's IBM Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its IBM (IBM) stake by 0.53% in Q2 2026, buying an estimated $252 and bringing the position to 191 shares worth $53.7K. The position accounts for 0.06% of the portfolio, ranked #43.

Virginia Estate & Retirement Planning Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,586 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 191 shares of IBM worth $53.7K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.06% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #43 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 3,586 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.