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CFC Planning Co LLC

SEC CIK
0001854428
Latest filing
Aug 5, 2026

IBM holding history

International Business Machines Corp in every 13F filed by CFC Planning Co 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)
14,120
Value
$3.97M
% of portfolio
2.3%
Quarters held
7
Since Q4 2024
Holdings of IBM by CFC Planning Co LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,120$3.97M2.3%+1,305+10.2%AddedHolders
Q1 202612,815$3.11M2.2%+2,745+27.3%AddedHolders
Q4 202510,070$2.98M2.3%+1,168+13.1%AddedHolders
Q3 20258,902$2.51M2.1%+624+7.5%AddedHolders
Q2 20258,278$2.44M2.4%+488+6.3%AddedHolders
Q1 20257,790$1.94M2.1%+746+10.6%AddedHolders
Q4 20247,044$1.55M1.7%–No prior filingHolders