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Mitchell McLeod Pugh & Williams’s IBM IBM Stock Holding History

Mitchell McLeod Pugh & Williams’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
Q1 		$3.18M Buy
13,131
+596
+5% +$161K 0.47% 44
2025
Q4 		$3.75M Buy
12,535
+3,703
+42% +$1.11M 0.54% 37
2025
Q3 		$2.76M Buy
8,832
+826
+10% +$216K 0.44% 47
2025
Q2 		$2.36M Buy
8,006
+4
+0% +$1.03K 0.44% 49
2025
Q1 		$1.99M Sell
8,002
-398
-5% -$97.4K 0.41% 52
2024
Q4 		$1.85M Sell
8,400
-483
-5% -$108K 0.39% 52
2024
Q3 		$1.96M Sell
8,883
-19
-0.2% -$3.73K 0.41% 53
2024
Q2 		$1.54M Sell
8,902
-169
-2% -$29.4K 0.35% 65
2024
Q1 		$1.73M Buy
9,071
+49
+0.5% +$8.94K 0.42% 57
2023
Q4 		$1.48M Sell
9,022
-112
-1% -$16.9K 0.39% 64
2023
Q3 		$1.28M Buy
9,134
+427
+5% +$60.8K 0.38% 66
2023
Q2 		$1.17M Buy
8,707
+152
+2% +$19.6K 0.34% 75
2023
Q1 		$1.12M Sell
8,555
-32
-0.4% -$4.28K 0.35% 75
2022
Q4 		$1.21M Sell
8,587
-103
-1% -$14.2K 0.41% 68
2022
Q3 		$1.03M Sell
8,690
-8
-0.1% -$1.05K 0.4% 67
2022
Q2 		$1.23M Buy
8,698
+921
+12% +$124K 0.48% 64
2022
Q1 		$1.01M Sell
7,777
-8
-0.1% -$1.04K 0.34% 82
2021
Q4 		$1.04M Sell
7,785
-772
-9% -$96.8K 0.34% 79
2021
Q3 		$1.14M Buy
8,557
+4
+0% +$535 0.42% 69
2021
Q2 		$1.2M Buy
8,553
+3
+0% +$410 0.46% 64
2021
Q1 		$1.09M Buy
8,550
+9
+0.1% +$1.08K 0.46% 63
2020
Q4 		$1.03M Sell
8,541
-3
-0% -$347 0.47% 64
2020
Q3 		$994K Sell
8,544
-67
-0.8% -$7.89K 0.51% 60
2020
Q2 		$994K Buy
8,611
+1,233
+17% +$143K 0.57% 55
2020
Q1 		$782K Buy
7,378
+192
+3% +$24.3K 0.6% 55
2019
Q4 		$921K Sell
7,186
-66
-0.9% -$8.58K 0.58% 56
2019
Q3 		$1.01M Sell
7,252
-153
-2% -$20.6K 0.68% 44
2019
Q2 		$976K Buy
7,405
+135
+2% +$17.7K 0.67% 47
2019
Q1 		$981K Buy
7,270
+295
+4% +$37.6K 0.68% 45
2018
Q4 		$758K Buy
6,975
+868
+14% +$104K 0.61% 57
2018
Q3 		$883K Sell
6,107
-398
-6% -$55.6K 0.59% 52
2018
Q2 		$869K Hold
6,505
– – 0.61% 51
2018
Q1 		$954K Buy
6,505
+376
+6% +$56.9K 0.68% 46
2017
Q4 		$899K Hold
6,129
– – 0.62% 53
2017
Q3 		$850K Sell
6,129
-155
-2% -$21.6K 0.63% 56
2017
Q2 		$924K Hold
6,284
– – 0.7% 47
2017
Q1 		$1.05M Buy
6,284
+41
+0.7% +$6.88K 0.82% 37
2016
Q4 		$991K Buy
6,243
+335
+6% +$51K 0.8% 39
2016
Q3 		$897K Buy
5,908
+43
+0.7% +$6.53K 0.79% 44
2016
Q2 		$851K Sell
5,865
-4,069
-41% -$582K 0.77% 47
2016
Q1 		$1.44M Hold
9,934
– – 1.39% 13
2015
Q4 		$1.31M Buy
9,934
+57
+0.6% +$7.66K 1.3% 14
2015
Q3 		$1.37M Sell
9,877
-177
-2% -$26.1K 1.41% 12
2015
Q2 		$1.56M Buy
10,054
+190
+2% +$30.5K 1.44% 8
2015
Q1 		$1.51M Sell
9,864
-418
-4% -$63.4K 1.38% 11
2014
Q4 		$1.58M Buy
+10,282
New +$1.64M 1.46% 8

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's IBM Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams increased its IBM (IBM) stake by 4.8% in Q1 2026, buying an estimated $161K and bringing the position to 13,131 shares worth $3.18M. The position accounts for 0.47% of the portfolio, ranked #44.

Mitchell McLeod Pugh & Williams first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.75M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mitchell McLeod Pugh & Williams held 13,131 shares of IBM worth $3.18M as of Q1 2026.
  • Mitchell McLeod Pugh & Williams bought 596 IBM shares in Q1 2026, an estimated $161K.
  • IBM made up 0.47% of Mitchell McLeod Pugh & Williams's portfolio in Q1 2026, its #44 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • Mitchell McLeod Pugh & Williams's IBM position peaked at $3.75M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.