Capital Planning Advisors, LLC's ownership history for IBM

Capital Planning Advisors, LLC currently holds 26.9K shares with a market value of $8.0M. It started holding IBM on 2024-09-30. At its peak, it held 29.7K shares on 2025-03-31. Its highest holding value was $8.3M on 2025-06-30. At its lowest, it held 26.9K shares on 2025-12-31, with a value of $6.3M on 2024-09-30. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 1.2K. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 2.8K.