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Livermore
Livermore
ZHEN

Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Planning Center, 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)
1,970
Value
$554.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of IBM by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,970$554.0K0.1%−1−0.1%ReducedHolders
Q1 20261,971$477.6K<0.1%+384+24.2%AddedHolders
Q4 20251,587$470.2K<0.1%00.0%UnchangedHolders
Q3 20251,587$447.9K<0.1%00.0%UnchangedHolders
Q2 20251,587$467.9K0.1%00.0%UnchangedHolders
Q1 20251,587$394.7K<0.1%00.0%UnchangedHolders
Q4 20241,587$348.9K<0.1%−38−2.3%ReducedHolders
Q3 20241,625$359.3K<0.1%00.0%UnchangedHolders
Q2 20241,625$281.1K<0.1%00.0%UnchangedHolders
Q1 20241,625$310.3K0.1%−125−7.1%ReducedHolders
Q4 20231,750$286.2K0.1%−82−4.5%ReducedHolders
Q3 20231,832$257.0K0.1%−31−1.7%ReducedHolders
Q2 20231,863$249.3K0.1%+66+3.7%AddedHolders
Q1 20231,797$229.8K0.1%−142−7.3%ReducedHolders
Q4 20221,939$273.2K0.1%+92+5.0%AddedHolders
Q3 20221,847$218.0K0.2%00.0%UnchangedHolders
Q2 20221,847$255.0K0.2%00.0%UnchangedHolders
Q1 20221,847$240.0K0.7%00.0%UnchangedHolders
Q4 20211,847$254.0K0.2%–No prior filingHolders