PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s IBM IBM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$208K	Buy	738 +2	+0.3%	+$504	0.06%	180
2026 Q1	$179K	Buy	736 +2	+0.3%	+$541	0.05%	177
2025 Q4	$218K	Buy	734 +1	+0.1%	+$299	0.06%	165
2025 Q3	$207K	Buy	733 +2	+0.3%	+$524	0.07%	150
2025 Q2	$216K	Buy	731 +115	+19%	+$29.6K	0.07%	133
2025 Q1	$153K	Buy	616 +1	+0.2%	+$245	0.06%	157
2024 Q4	$135K	Buy	615 +1	+0.2%	+$223	0.05%	168
2024 Q3	$136K	Buy	614 +2	+0.3%	+$392	0.07%	126
2024 Q2	$106K	Buy	612 +1	+0.2%	+$174	0.06%	144
2024 Q1	$117K	Buy	611 +2	+0.3%	+$365	0.08%	137
2023 Q4	$99.8K	Buy	609 +1	+0.2%	+$151	0.06%	144
2023 Q3	$85.3K	Sell	608 -27,823	-98%	-$3.96M	0.06%	138
2023 Q2	$81.2K	Buy	28,431 +27,827	+4,607%	+$3.59M	0.06%	142
2023 Q1	$79.3K	Buy	604 +2	+0.3%	+$268	0.06%	139
2022 Q4	$84.9K	Buy	+602	New	+$83K	0.07%	127

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its IBM (IBM) stake by 0.27% in Q2 2026, buying an estimated $504 and bringing the position to 738 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #180.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 738 shares of IBM worth $208K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 IBM shares in Q2 2026, an estimated $504.
IBM made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #180 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IBM position peaked at $218K in Q4 2025.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.