WealthPlan Investment Management, LLC's ownership history for IBM


WealthPlan Investment Management, LLC currently holds 26.2K shares with a market value of $7.8M. It started holding IBM on 2024-09-30. At its peak, it held 46.1K shares on 2024-09-30. Its highest holding value was $12.9M on 2025-06-30. At its lowest, it held 26.2K shares on 2025-12-31, with a value of $7.8M on 2025-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 17.5K. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 17.6K.


WealthPlan Investment Management, LLC's ownership history for IBM