Planned Solutions, Inc. IBM — INTERNATIONAL BUSINESS MACHS COM

Ownership history in Planned Solutions, Inc.  ·  19 quarters on record

AI Ownership Summary

Planned Solutions, Inc. reported INTERNATIONAL BUSINESS MACHS COM (IBM) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q2. The latest visible filing shows IBM at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planned Solutions, Inc.'s position in INTERNATIONAL BUSINESS MACHS COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBM was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page Planned Solutions, Inc. fund profile Planned Solutions, Inc. full holdings
How Planned Solutions, Inc. held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,783 -100 -2.6% 0.30% $917K 2026-04-09 $235.45
2025 Q4 ADDED — — — 3,883 +25 +0.6% 0.37% $1.2M 2026-01-28 $290.36
2025 Q3 ADDED — — — 3,858 +100 +2.7% 0.37% $1.1M 2025-10-23 $279.77
2025 Q2 UNCHANGED — — — 3,758 — 0% 0.42% $1.1M 2025-07-29 $255.87
2025 Q1 UNCHANGED — — — 3,758 — 0% 0.38% $934K 2025-04-09 $227.92
2024 Q4 REDUCED — — — 3,758 -9 -0.2% 0.33% $826K 2025-01-17 $216.29
2024 Q3 ADDED — — — 3,767 +29 +0.8% 0.33% $833K 2024-10-09 $223.68
2024 Q2 UNCHANGED — — — 3,738 — 0% 0.31% $646K 2024-07-24 $174.16
2024 Q1 ADDED — — — 3,738 +51 +1.4% 0.35% $714K 2024-04-26 $156.62
2023 Q4 REDUCED — — — 3,687 -148 -3.9% 0.31% $517K 2024-02-07 $170.63
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2026 Q1 — sorted by position size

DB&C Advisors, LLC 5.64% Green Alpha Advisors, LLC 3Y 4.82% OSLO PENSJONSFORSIKRING AS 4.73% Cherry Creek Investment Advisors, Inc. 3Y 3.95% FIDELITY D & D BANCORP INC 3.88% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.87% C2C Wealth Management, LLC 3Y 3.84% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.66% Yoffe Investment Management, LLC 3.64% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.53%

FAQ About Planned Solutions, Inc. and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planned Solutions, Inc. reported owning IBM?

Planned Solutions, Inc. reported IBM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBM position in Planned Solutions, Inc.'s portfolio?

The largest reported portfolio weight for IBM was 0.42% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q1, when Planned Solutions, Inc. reported 3,783 shares, equal to 0.30% of portfolio, with an estimated market value of $917K.

What does the chart on this IBM ownership page compare?

The chart compares Planned Solutions, Inc.'s quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Planned Solutions, Inc. time their IBM position?

Based on 13F filing dates vs. subsequent IBM price moves, Planned Solutions, Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IBM relative to SPY over the holding period was +0.4%.

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