WLPWM
IBM icon

Walled Lake Planning & Wealth Management’s IBM IBM Stock Holding History

Walled Lake Planning & Wealth 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 		$1.2M Sell
4,251
-78
-2% -$19.7K 0.3% 45
2026
Q1 		$1.05M Buy
4,329
+21
+0.5% +$5.68K 0.31% 45
2025
Q4 		$1.28M Sell
4,308
-234
-5% -$70.1K 0.4% 42
2025
Q3 		$1.28M Sell
4,542
-37
-0.8% -$9.69K 0.42% 40
2025
Q2 		$1.35M Buy
4,579
+498
+12% +$128K 0.44% 41
2025
Q1 		$1.01M Buy
4,081
+18
+0.4% +$4.4K 0.36% 45
2024
Q4 		$893K Buy
4,063
+19
+0.5% +$4.23K 0.33% 45
2024
Q3 		$894K Buy
4,044
+210
+5% +$41.2K 0.34% 43
2024
Q2 		$663K Buy
3,834
+24
+0.6% +$4.17K 0.27% 47
2024
Q1 		$728K Buy
3,810
+10
+0.3% +$1.82K 0.3% 42
2023
Q4 		$622K Buy
3,800
+276
+8% +$41.7K 0.29% 42
2023
Q3 		$494K Buy
3,524
+24
+0.7% +$3.42K 0.25% 43
2023
Q2 		$468K Buy
3,500
+101
+3% +$13K 0.23% 44
2023
Q1 		$446K Buy
+3,399
New +$455K 0.23% 47
2022
Q4 		– Sell
-3,516
Closed -$418K – 67
2022
Q3 		$418K Buy
3,516
+27
+0.8% +$3.54K 0.29% 42
2022
Q2 		$493K Sell
3,489
-87
-2% -$11.7K 0.34% 40
2022
Q1 		$465K Sell
3,576
-647
-15% -$84.4K 0.28% 46
2021
Q4 		$564K Sell
4,223
-1,414
-25% -$177K 0.33% 43
2021
Q3 		$749K Sell
5,637
-206
-4% -$27.5K 0.46% 37
2021
Q2 		$819K Sell
5,843
-232
-4% -$31.7K 0.53% 34
2021
Q1 		$774K Sell
6,075
-783
-11% -$93.7K 0.54% 34
2020
Q4 		$825K Sell
6,858
-2,172
-24% -$251K 0.63% 33
2020
Q3 		$1.05M Buy
9,030
+524
+6% +$61.7K 0.85% 31
2020
Q2 		$982K Buy
8,506
+229
+3% +$26.6K 0.82% 30
2020
Q1 		$878K Sell
8,277
-649
-7% -$82.1K 0.8% 30
2019
Q4 		$1.14M Buy
+8,926
New +$1.16M 0.83% 27

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

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

Walled Lake Planning & Wealth Management reduced its IBM (IBM) stake by 1.8% in Q2 2026, selling an estimated $19.7K and leaving 4,251 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #45.

Walled Lake Planning & Wealth Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.35M in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,251 shares of IBM worth $1.2M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 78 IBM shares in Q2 2026, an estimated $19.7K.
  • IBM made up 0.3% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Walled Lake Planning & Wealth Management first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's IBM position peaked at $1.35M in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.