Mitchell & Pahl Private Wealth’s IBM IBM Stock Holding History

Mitchell & Pahl Private Wealth’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	$371K	Hold	1,318	–	–	0.14%	136
2026 Q1	$319K	Hold	1,318	–	–	0.13%	136
2025 Q4	$390K	Hold	1,318	–	–	0.16%	135
2025 Q3	$372K	Hold	1,318	–	–	0.16%	134
2025 Q2	$389K	Buy	1,318 +15	+1%	+$3.87K	0.17%	133
2025 Q1	$324K	Buy	1,303 +159	+14%	+$38.9K	0.15%	133
2024 Q4	$251K	Sell	1,144 -34	-3%	-$7.57K	0.12%	141
2024 Q3	$260K	Buy	+1,178	New	+$231K	0.12%	142

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mitchell & Pahl Private Wealth's IBM Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its IBM (IBM) position steady in Q2 2026 at 1,318 shares worth $371K. The position accounts for 0.14% of the portfolio, ranked #136.

Mitchell & Pahl Private Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $390K in Q4 2025. 790 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Mitchell & Pahl Private Wealth held 1,318 shares of IBM worth $371K as of Q2 2026.
Mitchell & Pahl Private Wealth left its IBM share count unchanged in Q2 2026.
IBM made up 0.14% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #136 holding.
Mitchell & Pahl Private Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Mitchell & Pahl Private Wealth's IBM position peaked at $390K in Q4 2025.
790 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.