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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Creative Planning, 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)
545,121
Value
$153.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026545,121$153.3M0.1%+47,160+9.5%AddedHolders
Q1 2026497,961$120.7M0.1%+14,934+3.1%AddedHolders
Q4 2025483,027$143.1M0.1%+42,781+9.7%AddedHolders
Q3 2025440,246$124.2M0.1%+77,418+21.3%AddedHolders
Q2 2025362,828$107.0M0.1%+11,866+3.4%AddedHolders
Q1 2025350,962$87.3M0.1%+25,509+7.8%AddedHolders
Q4 2024325,453$71.5M0.1%+24,713+8.2%AddedHolders
Q3 2024300,740$66.5M0.1%+14,677+5.1%AddedHolders
Q2 2024286,063$49.5M0.1%+17,475+6.5%AddedHolders
Q1 2024268,588$51.3M0.1%+10,214+4.0%AddedHolders
Q4 2023258,374$42.3M0.1%+15,262+6.3%AddedHolders
Q3 2023243,112$34.1M<0.1%+17,539+7.8%AddedHolders
Q2 2023225,573$30.2M<0.1%+9,179+4.2%AddedHolders
Q1 2023216,394$28.4M<0.1%−9,019−4.0%ReducedHolders
Q4 2022225,413$31.8M<0.1%+13,695+6.5%AddedHolders
Q3 2022211,718$25.2M<0.1%−6,115−2.8%ReducedHolders
Q2 2022217,833$30.8M0.1%+19,405+9.8%AddedHolders
Q1 2022198,428$25.8M<0.1%+6,981+3.6%AddedHolders
Q4 2021191,447$25.6M<0.1%+6,751+3.7%AddedHolders
Q3 2021184,696$25.7M<0.1%−2,455−1.3%ReducedHolders
Q2 2021187,151$27.4M<0.1%−471−0.3%ReducedHolders
Q1 2021187,622$25.0M0.1%––Holders

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