Back to IBM
Creative Planning IBM Position History
International Business Machines Corporation • Technology
Quarters held
19
Latest value
$9.5M
Q3 2026
Peak value
$151.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $122M |
| Q3 2025 | $109K |
| Q3 2025 | $1.9M |
| Q4 2025 | $138.9M |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $118.9M |
| Q1 2026 | $4.7M |
| Q2 2026 | $2.2M |
| Q2 2026 | $151.1M |
| Q2 2026 | $193K |
| Q2 2026 | $5.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $122.6M |
| Q3 2026 | $283K |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 86.1K | — | — |
| Q3 2026 | $283K | 2.6K | — | — |
| Q3 2026 | $122.6M | 557.5K | — | — |
| Q3 2026 | $1.6M | 7.3K | — | — |
| Q2 2026 | $5.8M | 76.2K | — | — |
| Q2 2026 | $193K | 2.5K | — | — |
| Q2 2026 | $151.1M | 537.4K | — | — |
| Q2 2026 | $2.2M | 7.7K | — | — |
| Q1 2026 | $4.7M | 65.0K | — | — |
| Q1 2026 | $118.9M | 490.3K | — | — |
| Q1 2026 | $1.8M | 7.6K | — | — |
| Q4 2025 | $2.5M | 52.4K | — | — |
| Q4 2025 | $2.5M | 8.5K | — | — |
| Q4 2025 | $1.7M | 5.7K | — | — |
| Q4 2025 | $138.9M | 468.9K | — | — |
| Q3 2025 | $1.9M | 41.1K | — | — |
| Q3 2025 | $109K | 2.4K | — | — |
| Q3 2025 | $122M | 432.3K | — | — |
| Q3 2025 | $2.2M | 8.0K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B