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Cornerstone Planning Group LLC

Position in IBM — International Business Machines Corp

CIK 1822587 FAIRFIELD, NJ

Position in IBM

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$593,634
+$108,127 QoQ
Shares Held
2,111
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,062
of 1,707 holders
Holding Since
Dec 2022
14 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, 2026

Cornerstone Planning Group LLC holds $1,459,140 across 24 Information Technology Services names. IBM ranks #1 (40.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IBM
International Business Machines Corp
This page
2,111 $593,634

All Filings in IBM

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $593,634 2,111
2026-03-31 $485,507 2,003
2025-12-31 $373,520 1,261
2025-09-30 $442,426 1,568
2025-06-30 $434,210 1,473
2025-03-31 $292,672 1,177
2024-12-31 $237,636 1,081
2024-09-30 $106,560 482
2024-06-30 $172,777 999
2024-03-31 $80,776 423
2023-12-31 $69,999 428
2023-09-30 $61,170 436
2023-06-30 $28,501 213
2022-12-31 $84,815 602