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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

IBM holding history

International Business Machines Corp in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
6,911
Value
$1.94M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,911$1.94M0.1%−88−1.3%ReducedHolders
Q1 20266,999$1.70M0.1%+397+6.0%AddedHolders
Q4 20256,602$1.96M0.1%+787+13.5%AddedHolders
Q3 20255,815$1.64M0.1%−210−3.5%ReducedHolders
Q2 20256,025$1.78M0.1%+431+7.7%AddedHolders
Q1 20255,594$1.39M0.1%+591+11.8%AddedHolders
Q4 20245,003$1.10M0.1%+654+15.0%AddedHolders
Q3 20244,349$961.5K0.1%+424+10.8%AddedHolders
Q2 20243,925$678.8K0.1%+45+1.2%AddedHolders
Q1 20243,880$740.9K0.1%+176+4.8%AddedHolders
Q4 20233,704$605.8K0.1%−229−5.8%ReducedHolders
Q3 20233,933$551.8K0.1%−212−5.1%ReducedHolders
Q2 20234,145$554.6K0.1%+122+3.0%AddedHolders
Q1 20234,023$527.4K0.1%+711+21.5%AddedHolders
Q4 20223,312$466.6K0.1%−8−0.2%ReducedHolders
Q3 20223,320$394.0K0.1%+6+0.2%AddedHolders
Q2 20223,314$468.0K0.1%+464+16.3%AddedHolders
Q1 20222,850$371.0K0.1%+505+21.5%AddedHolders
Q4 20212,345$313.0K0.1%−26−1.1%ReducedHolders
Q3 20212,371$329.0K0.1%+179+8.2%AddedHolders
Q2 20212,192$321.0K0.1%+150+7.3%AddedHolders
Q1 20212,042$272.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.