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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Planned Solutions, 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)
3,810
Value
$1.07M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of IBM by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,810$1.07M0.3%+27+0.7%AddedHolders
Q1 20263,783$917.0K0.3%−100−2.6%ReducedHolders
Q4 20253,883$1.15M0.4%+25+0.6%AddedHolders
Q3 20253,858$1.09M0.4%+100+2.7%AddedHolders
Q2 20253,758$1.11M0.4%00.0%UnchangedHolders
Q1 20253,758$934.5K0.4%00.0%UnchangedHolders
Q4 20243,758$826.1K0.3%−9−0.2%ReducedHolders
Q3 20243,767$832.8K0.3%+29+0.8%AddedHolders
Q2 20243,738$646.5K0.3%00.0%UnchangedHolders
Q1 20243,738$713.8K0.4%00.0%UnchangedHolders
Q4 20233,738$611.4K0.3%+51+1.4%AddedHolders
Q3 20233,687$517.3K0.3%−148−3.9%ReducedHolders
Q2 20233,835$513.2K0.3%−527−12.1%ReducedHolders
Q1 20234,362$571.8K0.4%00.0%UnchangedHolders
Q4 20224,362$614.6K0.5%00.0%UnchangedHolders
Q3 20224,362$518.0K0.4%00.0%UnchangedHolders
Q2 20224,362$616.0K0.6%00.0%UnchangedHolders
Q1 20224,362$567.0K0.4%00.0%UnchangedHolders
Q4 20214,362$583.0K0.4%–No prior filingHolders