WealthPLAN Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.89M | Sell |
6,729
-3,234
| -32% | -$815K | 0.36% | 68 |
|
|
2026
Q1 | $2.41M | Sell |
9,963
-3,999
| -29% | -$1.08M | 0.47% | 56 |
|
|
2025
Q4 | $4.14M | Sell |
13,962
-1,228
| -8% | -$368K | 0.62% | 41 |
|
|
2025
Q3 | $4.29M | Sell |
15,190
-957
| -6% | -$250K | 0.64% | 38 |
|
|
2025
Q2 | $4.76M | Sell |
16,147
-6,074
| -27% | -$1.56M | 0.77% | 32 |
|
|
2025
Q1 | $5.53M | Sell |
22,221
-90
| -0.4% | -$22K | 0.78% | 34 |
|
|
2024
Q4 | $4.9M | Sell |
22,311
-1,367
| -6% | -$304K | 0.7% | 39 |
|
|
2024
Q3 | $5.23M | Sell |
23,678
-5,571
| -19% | -$1.09M | 0.7% | 40 |
|
|
2024
Q2 | $5.06M | Sell |
29,249
-895
| -3% | -$156K | 0.54% | 50 |
|
|
2024
Q1 | $5.76M | Sell |
30,144
-14,854
| -33% | -$2.71M | 0.6% | 50 |
|
|
2023
Q4 | $7.36M | Buy |
44,998
+826
| +2% | +$125K | 0.76% | 40 |
|
|
2023
Q3 | $6.2M | Buy |
44,172
+21,898
| +98% | +$3.12M | 0.72% | 45 |
|
|
2023
Q2 | $2.98M | Buy |
22,274
+19,274
| +642% | +$2.49M | 0.42% | 66 |
|
|
2023
Q1 | $393K | Sell |
3,000
-1,505
| -33% | -$201K | 0.04% | 222 |
|
|
2022
Q4 | $613K | Buy |
+4,505
| New | +$621K | 0.04% | 229 |
|
|
2022
Q1 | $563K | Buy |
4,259
+1,591
| +60% | +$207K | 0.04% | 235 |
|
|
2021
Q4 | $356K | Sell |
2,668
-347
| -12% | -$43.5K | 0.02% | 293 |
|
|
2021
Q3 | $350K | Buy |
3,015
+27
| +0.9% | +$3.61K | 0.02% | 297 |
|
|
2021
Q2 | $406K | Buy |
2,988
+363
| +14% | +$49.6K | 0.03% | 256 |
|
|
2021
Q1 | $366K | Buy |
2,625
+497
| +23% | +$59.5K | 0.03% | 255 |
|
|
2020
Q4 | $246K | Buy |
+2,128
| New | +$246K | 0.02% | 293 |
|
|
2020
Q1 | – | Sell |
-1,582
| Closed | -$235K | – | 267 |
|
|
2019
Q4 | $235K | Buy |
+1,582
| New | +$206K | 0.03% | 224 |
|
|
2019
Q3 | – | Sell |
-2,520
| Closed | -$327K | – | 239 |
|
|
2019
Q2 | $327K | Buy |
2,520
+370
| +17% | +$48.6K | 0.05% | 175 |
|
|
2019
Q1 | $276K | Sell |
2,150
-1
| -0% | -$127 | 0.04% | 215 |
|
|
2018
Q4 | $284K | Sell |
2,151
-1,618
| -43% | -$194K | 0.05% | 199 |
|
|
2018
Q3 | $422K | Sell |
3,769
-428
| -10% | -$59.8K | 0.08% | 161 |
|
|
2018
Q2 | $560K | Buy |
4,197
+2,398
| +133% | +$334K | 0.11% | 131 |
|
|
2018
Q1 | $264K | Buy |
1,799
+340
| +23% | +$51.4K | 0.06% | 224 |
|
|
2017
Q4 | $214K | Sell |
1,459
-105
| -7% | -$15.3K | 0.06% | 197 |
|
|
2017
Q3 | $217K | Sell |
1,564
-826
| -35% | -$115K | 0.06% | 175 |
|
|
2017
Q2 | $352K | Buy |
2,390
+2,245
| +1,548% | +$338K | 0.1% | 127 |
|
|
2017
Q1 | $24K | Buy |
+145
| New | +$24.3K | 0.08% | 167 |
|
|
2016
Q3 | $1.23M | Sell |
8,244
-7,316
| -47% | -$1.11M | 0.4% | 48 |
|
|
2016
Q2 | $1.2M | Buy |
+15,560
| New | +$2.23M | 0.15% | 108 |
|
|
2015
Q4 | $1.03M | Buy |
+24,100
| New | +$3.24M | 0.17% | 99 |
|
|
2015
Q2 | $1.1M | Buy |
7,074
+123
| +2% | +$19.8K | 0.48% | 30 |
|
|
2015
Q1 | $1.07M | Buy |
+6,951
| New | +$1.05M | 0.5% | 41 |
|
Other funds holding IBM
ECSS
WealthPLAN Partners's IBM Position: Q2 2026 in Review
WealthPLAN Partners reduced its IBM (IBM) stake by 32% in Q2 2026, selling an estimated $815K and leaving 6,729 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #68.
WealthPLAN Partners first reported a position in IBM in Q1 2015 and has held it in 37 quarters since. The position peaked at $7.36M in Q4 2023. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- WealthPLAN Partners held 6,729 shares of IBM worth $1.89M as of Q2 2026.
- WealthPLAN Partners sold 3,234 IBM shares in Q2 2026, an estimated $815K.
- IBM made up 0.36% of WealthPLAN Partners's portfolio in Q2 2026, its #68 holding.
- WealthPLAN Partners first reported a position in IBM in Q1 2015 and has held it in 37 quarters since.
- WealthPLAN Partners's IBM position peaked at $7.36M in Q4 2023.
- 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.