Planning Strategies Inc.’s IBM IBM Stock Holding History

Planning Strategies Inc.’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	$1.42M	Buy	+5,046	New	+$1.27M	0.89%	20

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Planning Strategies Inc.'s IBM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in IBM (IBM) in Q2 2026: 5,046 shares worth $1.42M. The stake represents 0.89% of the portfolio and ranks #20 among its holdings.

1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Planning Strategies Inc. held 5,046 shares of IBM worth $1.42M as of Q2 2026.
IBM was a new Planning Strategies Inc. position in Q2 2026.
IBM made up 0.89% of Planning Strategies Inc.'s portfolio in Q2 2026, its #20 holding.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.