First Pacific Financial
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First Pacific Financial’s IBM IBM Stock Holding History

First Pacific Financial’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.69M Buy
21,331
+228
+1% +$54.1K 0.48% 38
2026
Q2 		$5.93M Sell
21,103
-720
-3% -$181K 0.71% 22
2026
Q1 		$5.29M Buy
21,823
+10
+0% +$2.71K 0.68% 26
2025
Q4 		$6.46M Buy
21,813
+1,620
+8% +$485K 0.84% 20
2025
Q3 		$5.7M Buy
20,193
+4,211
+26% +$1.1M 0.79% 22
2025
Q2 		$4.71M Buy
15,982
+15,309
+2,275% +$3.94M 0.69% 20
2025
Q1 		$167K Buy
673
+233
+53% +$57K 0.03% 138
2024
Q4 		$96.7K Buy
440
+40
+10% +$8.91K 0.02% 177
2024
Q3 		$88.4K Sell
400
-445
-53% -$87.3K 0.02% 170
2024
Q2 		$146K Buy
845
+834
+7,582% +$145K 0.04% 122
2024
Q1 		$2.1K Buy
+11
New +$2.01K ﹤0.01% 359

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Pacific Financial's IBM Position: Q3 2026 in Review

First Pacific Financial increased its IBM (IBM) stake by 1.1% in Q3 2026, buying an estimated $54.1K and bringing the position to 21,331 shares worth $4.69M. The position accounts for 0.48% of the portfolio, ranked #38.

First Pacific Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.46M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • First Pacific Financial held 21,331 shares of IBM worth $4.69M as of Q3 2026.
  • First Pacific Financial bought 228 IBM shares in Q3 2026, an estimated $54.1K.
  • IBM made up 0.48% of First Pacific Financial's portfolio in Q3 2026, its #38 holding.
  • First Pacific Financial first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
  • First Pacific Financial's IBM position peaked at $6.46M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.