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Vertex Planning Partners, LLC

SEC CIK
0001942341
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Vertex 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2023
Holdings of IBM by Vertex Planning Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,364−100.0%Sold outHolders
Q3 20251,364$384.9K0.1%−1−0.1%ReducedHolders
Q2 20251,365$402.4K0.1%−48−3.4%ReducedHolders
Q1 20251,413$351.4K0.1%+50+3.7%AddedHolders
Q4 20241,363$299.6K0.1%+17+1.3%AddedHolders
Q3 20241,346$297.6K0.1%+47+3.6%AddedHolders
Q2 20241,299$224.7K0.1%−83−6.0%ReducedHolders
Q1 20241,382$263.9K0.1%−188−12.0%ReducedHolders
Q4 20231,570$256.8K0.1%+1,570NewHolders