Skip to main content
Livermore
Livermore
ZHEN

Capasso Planning Partners LLC

SEC CIK
0001911938
Latest filing
Aug 18, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Capasso Planning Partners 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)
1,184
Value
$333.0K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of IBM by Capasso Planning Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,184$333.0K0.2%00.0%UnchangedHolders
Q1 20261,184$287.0K0.2%00.0%UnchangedHolders
Q4 20251,184$350.7K0.2%00.0%UnchangedHolders
Q3 20251,184$334.1K0.2%−12−1.0%ReducedHolders
Q2 20251,196$352.6K0.2%−6−0.5%ReducedHolders
Q1 20251,202$298.9K0.1%00.0%UnchangedHolders
Q4 20241,202$264.2K0.1%−3,535−74.6%ReducedHolders
Q3 20244,737$1.05M0.3%+1,144+31.8%AddedHolders
Q2 20243,593$621.4K0.2%−79−2.2%ReducedHolders
Q1 20243,672$701.2K0.3%+24+0.7%AddedHolders
Q4 20233,648$596.6K0.3%+8+0.2%AddedHolders
Q3 20233,640$510.7K0.3%+9+0.2%AddedHolders
Q2 20233,631$485.9K0.3%+11+0.3%AddedHolders
Q1 20233,620$474.5K0.3%−54−1.5%ReducedHolders
Q4 20223,674$517.6K0.3%+14+0.4%AddedHolders
Q3 20223,660$435.0K0.3%+25+0.7%AddedHolders
Q2 20223,635$513.0K0.4%−47−1.3%ReducedHolders
Q1 20223,682$479.0K0.3%+51+1.4%AddedHolders
Q4 20213,631$485.0K0.4%–No prior filingHolders