A detailed history of Creative Planning transactions in International Business Machines Corp stock. As of the latest transaction made, Creative Planning holds 300,740 shares of IBM stock, worth $61.6 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
300,740
Previous 286,063 5.13%
Holding current value
$61.6 Million
Previous $49.5 Million 34.39%
% of portfolio
0.07%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$175.1 - $223.38 $2.57 Million - $3.28 Million
14,677 Added 5.13%
300,740 $66.5 Million
Q2 2024

Aug 15, 2024

BUY
$164.43 - $190.9 $2.87 Million - $3.34 Million
17,475 Added 6.51%
286,063 $49.5 Million
Q1 2024

May 10, 2024

BUY
$159.16 - $197.78 $1.63 Million - $2.02 Million
10,214 Added 3.95%
268,588 $51.3 Million
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $2.08 Million - $2.51 Million
15,262 Added 6.28%
258,374 $42.3 Million
Q3 2023

Nov 16, 2023

BUY
$132.08 - $149.83 $2.32 Million - $2.63 Million
17,539 Added 7.78%
243,112 $34.1 Million
Q2 2023

Jul 21, 2023

BUY
$120.9 - $138.4 $1.11 Million - $1.27 Million
9,179 Added 4.24%
225,573 $30.2 Million
Q1 2023

May 15, 2023

SELL
$123.28 - $145.87 $1.11 Million - $1.32 Million
-9,019 Reduced 4.0%
216,394 $28.4 Million
Q4 2022

Feb 10, 2023

BUY
$117.75 - $150.62 $1.61 Million - $2.06 Million
13,695 Added 6.47%
225,413 $31.8 Million
Q3 2022

Nov 03, 2022

SELL
$118.81 - $141.12 $726,523 - $862,948
-6,115 Reduced 2.81%
211,718 $25.2 Million
Q2 2022

Aug 15, 2022

BUY
$125.98 - $142.88 $2.44 Million - $2.77 Million
19,405 Added 9.78%
217,833 $30.8 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $847,144 - $964,913
6,981 Added 3.65%
198,428 $25.8 Million
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $781,833 - $933,325
6,751 Added 3.66%
191,447 $25.6 Million
Q3 2021

Nov 10, 2021

SELL
$127.12 - $140.38 $312,079 - $344,632
-2,455 Reduced 1.31%
184,696 $25.7 Million
Q2 2021

Aug 04, 2021

SELL
$125.41 - $144.63 $59,068 - $68,120
-471 Reduced 0.25%
187,151 $27.4 Million
Q1 2021

Apr 30, 2021

BUY
$113.37 - $130.38 $329,793 - $379,275
2,909 Added 1.57%
187,622 $25 Million
Q4 2020

Jan 29, 2021

SELL
$101.96 - $125.71 $683,335 - $842,508
-6,702 Reduced 3.5%
184,713 $23.3 Million
Q3 2020

Nov 05, 2020

BUY
$110.62 - $123.01 $1.05 Million - $1.17 Million
9,502 Added 5.22%
191,415 $23.3 Million
Q2 2020

Jul 23, 2020

SELL
$100.52 - $129.78 $717,712 - $926,629
-7,140 Reduced 3.78%
181,913 $22 Million
Q1 2020

May 05, 2020

BUY
$90.6 - $149.87 $359,500 - $594,684
3,968 Added 2.14%
189,053 $21 Million
Q4 2019

Jan 30, 2020

SELL
$126.11 - $137.34 $1.53 Million - $1.67 Million
-12,128 Reduced 6.15%
185,085 $24.8 Million
Q3 2019

Nov 01, 2019

BUY
$123.87 - $144.7 $1.83 Million - $2.14 Million
14,809 Added 8.12%
197,213 $28.7 Million
Q2 2019

Jul 26, 2019

SELL
$121.41 - $138.76 $204,454 - $233,671
-1,684 Reduced 0.91%
182,404 $25.2 Million
Q1 2019

Apr 24, 2019

SELL
$107.94 - $135.22 $710,029 - $889,477
-6,578 Reduced 3.45%
184,088 $26 Million
Q4 2018

Feb 01, 2019

SELL
$102.84 - $146.99 $1.6 Million - $2.29 Million
-15,603 Reduced 7.56%
190,666 $21.7 Million
Q3 2018

Oct 25, 2018

BUY
$133.43 - $144.94 $1.13 Million - $1.23 Million
8,458 Added 4.28%
206,269 $31.2 Million
Q2 2018

Jul 20, 2018

BUY
$131.43 - $153.83 $746,785 - $874,062
5,682 Added 2.96%
197,811 $27.6 Million
Q1 2018

Apr 18, 2018

BUY
$141.1 - $161.68 $1.27 Million - $1.46 Million
9,022 Added 4.93%
192,129 $29.5 Million
Q4 2017

Jan 17, 2018

BUY
$140.04 - $154.94 $3.9 Million - $4.32 Million
27,859 Added 17.94%
183,107 $28.1 Million
Q3 2017

Oct 17, 2017

BUY
$133.56 - $140.11 $20.7 Million - $21.8 Million
155,248
155,248 $22.5 Million

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $184B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.