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Pacific Point Advisors’s IBM IBM Stock Holding History

Pacific Point Advisors’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 		$321K Sell
1,140
-10
-0.9% -$2.52K 0.15% 102
2026
Q1 		$279K Buy
1,150
+10
+0.9% +$2.71K 0.15% 112
2025
Q4 		$338K Hold
1,140
– – 0.18% 113
2025
Q3 		$322K Hold
1,140
– – 0.19% 100
2025
Q2 		$336K Hold
1,140
– – 0.18% 97
2025
Q1 		$283K Hold
1,140
– – 0.16% 101
2024
Q4 		$301K Buy
+1,140
New +$254K 0.18% 96

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pacific Point Advisors's IBM Position: Q2 2026 in Review

Pacific Point Advisors reduced its IBM (IBM) stake by 0.87% in Q2 2026, selling an estimated $2.52K and leaving 1,140 shares worth $321K. The position accounts for 0.15% of the portfolio, ranked #102.

Pacific Point Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $338K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pacific Point Advisors held 1,140 shares of IBM worth $321K as of Q2 2026.
  • Pacific Point Advisors sold 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.15% of Pacific Point Advisors's portfolio in Q2 2026, its #102 holding.
  • Pacific Point Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Pacific Point Advisors's IBM position peaked at $338K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.