Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

IBM holding history

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

IBM overview All 13F holders of IBM Full Q1 2026 holdings

Shares (Q1 2026): 26,859
Value: $6.51M
% of portfolio: 0.9%
Quarters held: 21; Since Q1 2021

Holdings of IBM by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	26,859	$6.51M	0.9%	−62−0.2%	Reduced	Holders
Q4 2025	26,921	$7.97M	1.1%	−351−1.3%	Reduced	Holders
Q3 2025	27,272	$7.70M	1.1%	−844−3.0%	Reduced	Holders
Q2 2025	28,116	$8.29M	1.2%	−1,594−5.4%	Reduced	Holders
Q1 2025	29,710	$7.39M	1.1%	+17+0.1%	Added	Holders
Q4 2024	29,693	$6.53M	1.0%	+997+3.5%	Added	Holders
Q3 2024	28,696	$6.34M	1.0%	+675+2.4%	Added	Holders
Q2 2024	28,021	$4.85M	0.8%	+1,222+4.6%	Added	Holders
Q1 2024	26,799	$5.12M	0.9%	+212+0.8%	Added	Holders
Q4 2023	26,587	$4.35M	0.8%	−329−1.2%	Reduced	Holders
Q3 2023	26,916	$3.78M	0.8%	+192+0.7%	Added	Holders
Q2 2023	26,724	$3.58M	0.7%	+2,634+10.9%	Added	Holders
Q1 2023	24,090	$3.16M	0.7%	−2,107−8.0%	Reduced	Holders
Q4 2022	26,197	$3.69M	0.9%	+6,976+36.3%	Added	Holders
Q3 2022	19,221	$2.28M	0.6%	+1,788+10.3%	Added	Holders
Q2 2022	17,433	$2.46M	0.7%	+140+0.8%	Added	Holders
Q1 2022	17,293	$2.25M	0.5%	+132+0.8%	Added	Holders
Q4 2021	17,161	$2.29M	0.4%	−1,618−8.6%	Reduced	Holders
Q3 2021	18,779	$2.61M	0.5%	−445−2.3%	Reduced	Holders
Q2 2021	19,224	$2.82M	0.6%	+2,413+14.4%	Added	Holders
Q1 2021	16,811	$2.24M	0.5%	–	–	Holders

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