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Pasadena Private Wealth’s IBM IBM Stock Holding History

Pasadena 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
Q1 		$737K Buy
3,041
+48
+2% +$13K 0.1% 101
2025
Q4 		$887K Hold
2,993
– – 0.12% 85
2025
Q3 		$845K Sell
2,993
-47
-2% -$12.3K 0.12% 79
2025
Q2 		$896K Buy
3,040
+410
+16% +$106K 0.15% 71
2025
Q1 		$654K Buy
2,630
+702
+36% +$172K 0.13% 81
2024
Q4 		$424K Buy
1,928
+10
+0.5% +$2.23K 0.09% 100
2024
Q3 		$424K Hold
1,918
– – 0.09% 96
2024
Q2 		$332K Sell
1,918
-890
-32% -$155K 0.08% 104
2024
Q1 		$536K Buy
2,808
+626
+29% +$114K 0.12% 77
2023
Q4 		$357K Buy
+2,182
New +$330K 0.09% 97

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

Pasadena Private Wealth's IBM Position: Q1 2026 in Review

Pasadena Private Wealth increased its IBM (IBM) stake by 1.6% in Q1 2026, buying an estimated $13K and bringing the position to 3,041 shares worth $737K. The position accounts for 0.1% of the portfolio, ranked #101.

Pasadena Private Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $896K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pasadena Private Wealth held 3,041 shares of IBM worth $737K as of Q1 2026.
  • Pasadena Private Wealth bought 48 IBM shares in Q1 2026, an estimated $13K.
  • IBM made up 0.1% of Pasadena Private Wealth's portfolio in Q1 2026, its #101 holding.
  • Pasadena Private Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Pasadena Private Wealth's IBM position peaked at $896K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.