INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 483,027 Value ($000) $143,077 Avg Close $298.78 Range $262.11 - $324.90

Q3 2025

Shares 440,246 Value ($000) $124,220 Avg Close $259.55 Range $232.08 - $292.01

Q2 2025

Shares 362,828 Value ($000) $106,955 Avg Close $253.82 Range $210.49 - $292.56

Q1 2025

Shares 350,962 Value ($000) $87,270 Avg Close $239.40 Range $209.20 - $261.47

Q4 2024

Shares 325,453 Value ($000) $71,544 Avg Close $216.31 Range $196.83 - $233.32

Q3 2024

Shares 300,740 Value ($000) $66,488 Avg Close $188.97 Range $166.24 - $216.80

Q2 2024

Shares 286,063 Value ($000) $49,475 Avg Close $165.85 Range $154.39 - $183.50

Q1 2024

Shares 268,588 Value ($000) $51,290 Avg Close $172.56 Range $148.54 - $189.10

Q4 2023

Shares 258,374 Value ($000) $42,257 Avg Close $141.50 Range $126.39 - $156.49

Q3 2023

Shares 243,112 Value ($000) $34,109 Avg Close $131.75 Range $120.98 - $141.33

Q2 2023

Shares 225,573 Value ($000) $30,184 Avg Close $118.05 Range $110.47 - $128.27

Q1 2023

Shares 216,394 Value ($000) $28,367 Avg Close $120.73 Range $110.43 - $131.92

Q4 2022

Shares 225,413 Value ($000) $31,759 Avg Close $123.05 Range $102.35 - $137.32

Q3 2022

Shares 211,718 Value ($000) $25,154 Avg Close $115.64 Range $105.06 - $124.09

Q2 2022

Shares 217,833 Value ($000) $30,756 Avg Close $117.50 Range $107.95 - $126.60

Q1 2022

Shares 198,428 Value ($000) $25,799 Avg Close $112.10 Range $102.68 - $121.43

Q4 2021

Shares 191,447 Value ($000) $25,589 Avg Close $106.49 Range $97.83 - $117.62

Q3 2021

Shares 184,696 Value ($000) $25,660 Avg Close $112.12 Range $106.97 - $117.48

Q2 2021

Shares 187,151 Value ($000) $27,435 Avg Close $113.44 Range $102.70 - $121.73

Q1 2021

Shares 187,622 Value ($000) $25,003 Avg Close $98.07 Range $91.22 - $107.97

Q4 2020

Shares 184,713 Value ($000) $23,252 Avg Close $93.41 Range $81.15 - $103.82

Q3 2020

Shares 191,415 Value ($000) $23,298 Avg Close $93.86 Range $87.12 - $99.96

Q2 2020

Shares 181,913 Value ($000) $21,970 Avg Close $91.40 Range $78.00 - $102.76

Q1 2020

Shares 189,053 Value ($000) $20,972 Avg Close $98.28 Range $67.58 - $117.24

Q4 2019

Shares 185,085 Value ($000) $24,809 Avg Close $99.90 Range $95.55 - $107.55

Q3 2019

Shares 197,213 Value ($000) $28,679 Avg Close $102.47 Range $94.04 - $110.34

Q2 2019

Shares 182,404 Value ($000) $25,154 Avg Close $98.62 Range $91.51 - $103.66

Q1 2019

Shares 184,088 Value ($000) $25,975 Avg Close $94.64 Range $78.71 - $101.33

Q4 2018

Shares 190,666 Value ($000) $21,673 Avg Close $87.95 Range $74.66 - $107.42

Q3 2018

Shares 206,269 Value ($000) $31,190 Avg Close $101.25 Range $95.14 - $106.71

Q2 2018

Shares 197,811 Value ($000) $27,634 Avg Close $99.95 Range $94.63 - $110.30

Q1 2018

Shares 192,129 Value ($000) $29,478 Avg Close $107.30 Range $98.32 - $115.38

Q4 2017

Shares 183,107 Value ($000) $28,092 Avg Close $102.11 Range $96.94 - $108.49

Q3 2017

Shares 155,248 Value ($000) $22,523 Avg Close $96.87 Range $92.88 - $103.07

Q2 2017

Shares 143,531 Value ($000) $22,079 Avg Close $103.77 Range $98.95 - $115.36

Q1 2017

Shares 147,859 Value ($000) $25,748 Avg Close $114.39 Range $107.32 - $119.58

Q4 2016

Shares 138,228 Value ($000) $22,944 Avg Close $103.05 Range $95.06 - $110.31

Q3 2016

Shares 128,050 Value ($000) $20,341 Avg Close $101.76 Range $95.61 - $106.13

Q2 2016

Shares 124,370 Value ($000) $18,877 Avg Close $95.13 Range $90.08 - $99.15

Q1 2016

Shares 123,693 Value ($000) $18,733 Avg Close $84.07 Range $73.78 - $96.70

Q4 2015

Shares 129,147 Value ($000) $17,773 Avg Close $87.52 Range $82.31 - $94.87

Q3 2015

Shares 130,557 Value ($000) $18,927 Avg Close $95.35 Range $87.10 - $106.76

Q2 2015

Shares 126,536 Value ($000) $20,582 Avg Close $102.99 Range $96.57 - $107.49

Q1 2015

Shares 121,324 Value ($000) $19,472 Avg Close $96.47 Range $90.53 - $100.82

Q4 2014

Shares 117,029 Value ($000) $18,776 Avg Close $100.47 Range $91.12 - $114.79

Q3 2014

Shares 115,409 Value ($000) $21,908 Avg Close $114.33 Range $108.62 - $117.41

Q2 2014

Shares 101,502 Value ($000) $18,399 Avg Close $112.28 Range $107.17 - $118.40

Q1 2014

Shares 86,263 Value ($000) $16,605 Avg Close $109.22 Range $101.79 - $116.27

Q4 2013

Shares 94,018 Value ($000) $17,635 Avg Close $106.40 Range $101.46 - $111.01

Q3 2013

Shares 81,111 Value ($000) $15,020 Avg Close $111.55 Range $106.48 - $117.56

Q2 2013

Shares 69,810 Value ($000) $13,341 Avg Close $118.94 Range $109.29 - $125.13

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	483,027	$143,077	$298.78	$262.11 - $324.90
Q3 2025	440,246	$124,220	$259.55	$232.08 - $292.01
Q2 2025	362,828	$106,955	$253.82	$210.49 - $292.56
Q1 2025	350,962	$87,270	$239.40	$209.20 - $261.47
Q4 2024	325,453	$71,544	$216.31	$196.83 - $233.32
Q3 2024	300,740	$66,488	$188.97	$166.24 - $216.80
Q2 2024	286,063	$49,475	$165.85	$154.39 - $183.50
Q1 2024	268,588	$51,290	$172.56	$148.54 - $189.10
Q4 2023	258,374	$42,257	$141.50	$126.39 - $156.49
Q3 2023	243,112	$34,109	$131.75	$120.98 - $141.33
Q2 2023	225,573	$30,184	$118.05	$110.47 - $128.27
Q1 2023	216,394	$28,367	$120.73	$110.43 - $131.92
Q4 2022	225,413	$31,759	$123.05	$102.35 - $137.32
Q3 2022	211,718	$25,154	$115.64	$105.06 - $124.09
Q2 2022	217,833	$30,756	$117.50	$107.95 - $126.60
Q1 2022	198,428	$25,799	$112.10	$102.68 - $121.43
Q4 2021	191,447	$25,589	$106.49	$97.83 - $117.62
Q3 2021	184,696	$25,660	$112.12	$106.97 - $117.48
Q2 2021	187,151	$27,435	$113.44	$102.70 - $121.73
Q1 2021	187,622	$25,003	$98.07	$91.22 - $107.97
Q4 2020	184,713	$23,252	$93.41	$81.15 - $103.82
Q3 2020	191,415	$23,298	$93.86	$87.12 - $99.96
Q2 2020	181,913	$21,970	$91.40	$78.00 - $102.76
Q1 2020	189,053	$20,972	$98.28	$67.58 - $117.24
Q4 2019	185,085	$24,809	$99.90	$95.55 - $107.55
Q3 2019	197,213	$28,679	$102.47	$94.04 - $110.34
Q2 2019	182,404	$25,154	$98.62	$91.51 - $103.66
Q1 2019	184,088	$25,975	$94.64	$78.71 - $101.33
Q4 2018	190,666	$21,673	$87.95	$74.66 - $107.42
Q3 2018	206,269	$31,190	$101.25	$95.14 - $106.71
Q2 2018	197,811	$27,634	$99.95	$94.63 - $110.30
Q1 2018	192,129	$29,478	$107.30	$98.32 - $115.38
Q4 2017	183,107	$28,092	$102.11	$96.94 - $108.49
Q3 2017	155,248	$22,523	$96.87	$92.88 - $103.07
Q2 2017	143,531	$22,079	$103.77	$98.95 - $115.36
Q1 2017	147,859	$25,748	$114.39	$107.32 - $119.58
Q4 2016	138,228	$22,944	$103.05	$95.06 - $110.31
Q3 2016	128,050	$20,341	$101.76	$95.61 - $106.13
Q2 2016	124,370	$18,877	$95.13	$90.08 - $99.15
Q1 2016	123,693	$18,733	$84.07	$73.78 - $96.70
Q4 2015	129,147	$17,773	$87.52	$82.31 - $94.87
Q3 2015	130,557	$18,927	$95.35	$87.10 - $106.76
Q2 2015	126,536	$20,582	$102.99	$96.57 - $107.49
Q1 2015	121,324	$19,472	$96.47	$90.53 - $100.82
Q4 2014	117,029	$18,776	$100.47	$91.12 - $114.79
Q3 2014	115,409	$21,908	$114.33	$108.62 - $117.41
Q2 2014	101,502	$18,399	$112.28	$107.17 - $118.40
Q1 2014	86,263	$16,605	$109.22	$101.79 - $116.27
Q4 2013	94,018	$17,635	$106.40	$101.46 - $111.01
Q3 2013	81,111	$15,020	$111.55	$106.48 - $117.56
Q2 2013	69,810	$13,341	$118.94	$109.29 - $125.13