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Cornerstone Planning, LLC

SEC CIK
0001802105
Latest filing
Jul 29, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Cornerstone Planning, LLC, 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)
13,573
Value
$3.82M
% of portfolio
0.9%
Quarters held
4
Since Q4 2024
Holdings of IBM by Cornerstone Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,573$3.82M0.9%+284+2.1%AddedHolders
Q1 202613,289$3.22M0.7%−1,398−9.5%ReducedHolders
Q4 202514,687$4.37M1.0%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202410,249$2.25M0.9%–No prior filingHolders