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Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Peak Planning Group, 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)
1,660
Value
$466.9K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of IBM by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,660$466.9K0.1%+433+35.3%AddedHolders
Q1 20261,227$297.3K0.1%+245+24.9%AddedHolders
Q4 2025982$290.8K0.1%−29−2.9%ReducedHolders
Q3 20251,011$285.1K0.1%+3+0.3%AddedHolders
Q2 20251,008$297.2K0.2%+136+15.6%AddedHolders
Q1 2025872$216.9K0.1%+872NewHolders