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Pallas Capital Advisors’s IBM IBM Stock Holding History

Pallas Capital 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
Q1 		$1.65M Buy
6,801
+2,169
+47% +$587K 0.06% 228
2025
Q4 		$1.37M Buy
4,632
+24
+0.5% +$7.19K 0.05% 292
2025
Q3 		$1.3M Sell
4,608
-4
-0.1% -$1.05K 0.05% 281
2025
Q2 		$1.36M Sell
4,612
-193
-4% -$49.7K 0.05% 262
2025
Q1 		$1.19M Buy
4,805
+42
+0.9% +$10.3K 0.05% 270
2024
Q4 		$1.05M Buy
4,763
+153
+3% +$34.1K 0.04% 227
2024
Q3 		$1.01M Buy
4,610
+104
+2% +$20.4K 0.04% 224
2024
Q2 		$835K Buy
4,506
+611
+16% +$106K 0.04% 227
2024
Q1 		$744K Sell
3,895
-45
-1% -$8.21K 0.03% 233
2023
Q4 		$644K Buy
3,940
+432
+12% +$65.3K 0.03% 237
2023
Q3 		$500K Sell
3,508
-231
-6% -$32.9K 0.03% 232
2023
Q2 		$502K Buy
3,739
+1,703
+84% +$220K 0.02% 196
2023
Q1 		$255K Sell
2,036
-46
-2% -$6.15K 0.02% 237
2022
Q4 		$294K Buy
2,082
+19
+0.9% +$2.62K 0.03% 228
2022
Q3 		$277K Sell
2,063
-15
-0.7% -$1.97K 0.03% 211
2022
Q2 		$267K Buy
2,078
+29
+1% +$3.91K 0.04% 196
2022
Q1 		$259K Sell
2,049
-197
-9% -$25.7K 0.03% 213
2021
Q4 		$291K Sell
2,246
-505
-18% -$63.3K 0.04% 254
2021
Q3 		$334K Buy
2,751
+30
+1% +$4.01K 0.04% 291
2021
Q2 		$371K Buy
2,721
+1,244
+84% +$170K 0.05% 228
2021
Q1 		$206K Buy
+1,477
New +$177K 0.05% 175

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

Pallas Capital Advisors's IBM Position: Q1 2026 in Review

Pallas Capital Advisors increased its IBM (IBM) stake by 47% in Q1 2026, buying an estimated $587K and bringing the position to 6,801 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #228.

Pallas Capital Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pallas Capital Advisors held 6,801 shares of IBM worth $1.65M as of Q1 2026.
  • Pallas Capital Advisors bought 2,169 IBM shares in Q1 2026, an estimated $587K.
  • IBM made up 0.06% of Pallas Capital Advisors's portfolio in Q1 2026, its #228 holding.
  • Pallas Capital Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.