WIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's IBM Position: Q1 2026 in Review

WealthPlan Investment Management reduced its IBM (IBM) stake by 21% in Q1 2026, selling an estimated $1.48M and leaving 20,733 shares worth $5.03M. The position accounts for 0.28% of the portfolio, ranked #83.

WealthPlan Investment Management first reported a position in IBM in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.9M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WealthPlan Investment Management held 20,733 shares of IBM worth $5.03M as of Q1 2026.
  • WealthPlan Investment Management sold 5,457 IBM shares in Q1 2026, an estimated $1.48M.
  • IBM made up 0.28% of WealthPlan Investment Management's portfolio in Q1 2026, its #83 holding.
  • WealthPlan Investment Management first reported a position in IBM in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's IBM position peaked at $12.9M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.