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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Pacific Financial's IBM Position: Q2 2026 in Review

First Pacific Financial reduced its IBM (IBM) stake by 3.3% in Q2 2026, selling an estimated $181K and leaving 21,103 shares worth $5.93M. The position accounts for 0.71% of the portfolio, ranked #22.

First Pacific Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.46M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • First Pacific Financial held 21,103 shares of IBM worth $5.93M as of Q2 2026.
  • First Pacific Financial sold 720 IBM shares in Q2 2026, an estimated $181K.
  • IBM made up 0.71% of First Pacific Financial's portfolio in Q2 2026, its #22 holding.
  • First Pacific Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • First Pacific Financial's IBM position peaked at $6.46M in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.