Center for Financial Planning, Inc.
Position in IBM — International Business Machines Corp
CIK 1803557
SOUTHFIED, MI
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$878,500
+$115,699 QoQ
Shares Held
3,124
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,008
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,229,680 across 8 Information Technology Services names. IBM ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
3,124 | $878,500 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
3,980 | $154,742 | |
| 3 | CACI |
Caci International Inc /De/
|
225 | $104,233 | |
| 4 | APLD |
Applied Digital Corp.
|
2,375 | $88,587 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
231 | $2,612 | |
| 6 | ACN |
Accenture plc
|
7 | $871 | |
| 7 | DXC |
DXC Technology Co
|
12 | $106 | |
| 8 | CNDT |
CONDUENT Inc
|
20 | $29 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,500 | 3,124 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $762,801 | 3,147 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $937,504 | 3,165 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $850,430 | 3,014 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $888,466 | 3,014 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $725,838 | 2,919 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $672,899 | 3,061 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $676,725 | 3,061 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $529,399 | 3,061 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $610,117 | 3,195 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $422,286 | 2,582 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $362,254 | 2,582 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $310,974 | 2,324 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $339,523 | 2,590 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $364,905 | 2,590 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $295,836 | 2,490 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $265,154 | 1,878 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $244,177 | 1,878 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $269,057 | 2,013 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $353,715 | 2,546 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $352,109 | 2,402 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $360,068 | 2,702 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $347,051 | 2,757 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $360,994 | 2,967 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $351,682 | 2,912 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $330,793 | 2,982 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||