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Ironwood Investment Management’s Pitney Bowes PBI Stock Holding History

Ironwood Investment Management’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$234K Hold
21,179
– – 0.1% 156
2025
Q4 		$224K Hold
21,179
– – 0.09% 154
2025
Q3 		$242K Hold
21,179
– – 0.11% 147
2025
Q2 		$231K Sell
21,179
-31,411
-60% -$296K 0.11% 143
2025
Q1 		$476K Hold
52,590
– – 0.26% 100
2024
Q4 		$381K Hold
52,590
– – 0.19% 119
2024
Q3 		$375K Hold
52,590
– – 0.18% 120
2024
Q2 		$267K Sell
52,590
-36,434
-41% -$174K 0.14% 131
2024
Q1 		$385K Hold
89,024
– – 0.19% 119
2023
Q4 		$392K Buy
89,024
+44,512
+100% +$173K 0.21% 110
2023
Q3 		$134K Hold
44,512
– – 0.08% 152
2023
Q2 		$158K Hold
44,512
– – 0.09% 152
2023
Q1 		$173K Hold
44,512
– – 0.11% 146
2022
Q4 		$169K Sell
44,512
-712
-2% -$2.4K 0.11% 146
2022
Q3 		$105K Hold
45,224
– – 0.07% 158
2022
Q2 		$164K Hold
45,224
– – 0.11% 153
2022
Q1 		$235K Buy
45,224
+24,272
+116% +$131K 0.13% 154
2021
Q4 		$139K Hold
20,952
– – 0.07% 174
2021
Q3 		$151K Hold
20,952
– – 0.08% 168
2021
Q2 		$184K Hold
20,952
– – 0.09% 171
2021
Q1 		$173K Buy
+20,952
New +$180K 0.09% 165

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Ironwood Investment Management's PBI Position: Q1 2026 in Review

Ironwood Investment Management held its Pitney Bowes (PBI) position steady in Q1 2026 at 21,179 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #156.

Ironwood Investment Management first reported a position in PBI in Q1 2021 and has held it in 21 quarters since. The position peaked at $476K in Q1 2025. 318 funds tracked by Wall St. Rank hold PBI as of Q1 2026.

  • Ironwood Investment Management held 21,179 shares of Pitney Bowes worth $234K as of Q1 2026.
  • Ironwood Investment Management left its Pitney Bowes share count unchanged in Q1 2026.
  • Pitney Bowes made up 0.1% of Ironwood Investment Management's portfolio in Q1 2026, its #156 holding.
  • Ironwood Investment Management first reported a position in Pitney Bowes in Q1 2021 and has held it in 21 quarters since.
  • Ironwood Investment Management's Pitney Bowes position peaked at $476K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.