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WealthPlan Investment Management’s IBM IBM Stock Holding History

WealthPlan Investment 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 		$8.27M Buy
29,394
+8,661
+42% +$2.18M 0.41% 58
2026
Q1 		$5.03M Sell
20,733
-5,457
-21% -$1.48M 0.28% 83
2025
Q4 		$7.76M Sell
26,190
-15,056
-37% -$4.51M 0.49% 58
2025
Q3 		$11.6M Sell
41,246
-2,445
-6% -$640K 0.77% 40
2025
Q2 		$12.9M Buy
43,691
+2,165
+5% +$558K 0.94% 27
2025
Q1 		$10.3M Sell
41,526
-2,305
-5% -$564K 1.02% 28
2024
Q4 		$9.64M Sell
43,831
-2,267
-5% -$505K 0.95% 33
2024
Q3 		$10.2M Buy
46,098
+5,077
+12% +$995K 1.03% 32
2024
Q2 		$7.09M Sell
41,021
-1,347
-3% -$234K 1.07% 36
2024
Q1 		$8.09M Sell
42,368
-8,490
-17% -$1.55M 1.23% 31
2023
Q4 		$8.32M Buy
50,858
+3,306
+7% +$500K 1.33% 27
2023
Q3 		$6.67M Buy
47,552
+23,295
+96% +$3.31M 1.18% 36
2023
Q2 		$3.25M Buy
24,257
+22,746
+1,505% +$2.94M 0.97% 44
2023
Q1 		$198K Sell
1,511
-2,994
-66% -$401K 0.03% 160
2022
Q4 		$619K Buy
4,505
+323
+8% +$44.6K 0.04% 228
2022
Q3 		$616K Buy
+4,182
New +$549K 0.05% 214
2022
Q1 		$563K Buy
+4,259
New +$555K 0.04% 235

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

WealthPlan Investment Management's IBM Position: Q2 2026 in Review

WealthPlan Investment Management increased its IBM (IBM) stake by 42% in Q2 2026, buying an estimated $2.18M and bringing the position to 29,394 shares worth $8.27M. The position accounts for 0.41% of the portfolio, ranked #58.

WealthPlan Investment Management first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q2 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WealthPlan Investment Management held 29,394 shares of IBM worth $8.27M as of Q2 2026.
  • WealthPlan Investment Management bought 8,661 IBM shares in Q2 2026, an estimated $2.18M.
  • IBM made up 0.41% of WealthPlan Investment Management's portfolio in Q2 2026, its #58 holding.
  • WealthPlan Investment Management first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's IBM position peaked at $12.9M in Q2 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.