Mitchell & Pahl Private Wealth
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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
Q3 		$290K Hold
1,318
– – 0.1% 139
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% +$3.86K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Mitchell & Pahl Private Wealth's IBM Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth held its IBM (IBM) position steady in Q3 2026 at 1,318 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #139.

Mitchell & Pahl Private Wealth first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $390K in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 1,318 shares of IBM worth $290K as of Q3 2026.
  • Mitchell & Pahl Private Wealth left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.1% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #139 holding.
  • Mitchell & Pahl Private Wealth first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Mitchell & Pahl Private Wealth's IBM position peaked at $390K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.