Compound Planning, Inc.

Position in IBM — International Business Machines Corp

CIK 1978879 NEW YORK, NY

Position in IBM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$11,892,932

+$3,593,984 QoQ

Shares Held

42,292

+23.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#530

of 3,615 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $14,434,636 across 9 Information Technology Services names. IBM ranks #1 (82.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	42,292	$11,892,932
2	ACN	Accenture plc	6,950	$864,857
3	INFY	Infosys Ltd	31,282	$328,148
4	CTSH	Cognizant Technology Solutions Corp	7,913	$306,469
5	BR	Broadridge Financial Solutions, Inc.	2,229	$305,261
6	LDOS	Leidos Holdings, Inc.	2,140	$220,354
7	CDW	CDW Corp	1,526	$214,615
8	JKHY	Jack Henry & Associates Inc	1,520	$209,364

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,892,932	42,292	+23.5%	Shares	Sole	2026-08-04
2026-03-31	$8,298,948	34,238	+0.0%	Shares	Sole	2026-05-14
2025-12-31	$10,141,045	34,236	+8.7%	Shares	Defined	2026-02-19
2025-09-30	$8,887,475	31,498	+7.4%	Shares	Sole	2025-11-10
2025-06-30	$8,646,192	29,331	+5.0%	Shares	Sole	2025-08-14
2025-03-31	$6,945,073	27,930	+10.7%	Shares	Sole	2025-05-14
2024-12-31	$5,547,410	25,235	+8.3%	Shares	Sole	2025-01-17
2024-09-30	$5,149,395	23,292	+7.1%	Shares	Sole	2024-10-08
2024-06-30	$3,760,624	21,744	+9.3%	Shares	Sole	2024-07-26
2024-03-31	$3,798,767	19,893	+5.1%	Shares	Sole	2024-05-07
2023-12-31	$3,095,347	18,926	+20.6%	Shares	Sole	2024-02-08
2023-09-30	$2,202,429	15,698	-1.3%	Shares	Sole	2023-11-09
2023-06-30	$2,128,114	15,904	+5.6%	Shares	Sole	2023-08-03
2023-03-31	$1,973,822	15,057	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.