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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
Q2 		$934K Buy
3,321
+280
+9% +$70.5K 0.12% 100
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 $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 $3.38T AUM 44.17% 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

Pasadena Private Wealth's IBM Position: Q2 2026 in Review

Pasadena Private Wealth increased its IBM (IBM) stake by 9.2% in Q2 2026, buying an estimated $70.5K and bringing the position to 3,321 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #100.

Pasadena Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pasadena Private Wealth held 3,321 shares of IBM worth $934K as of Q2 2026.
  • Pasadena Private Wealth bought 280 IBM shares in Q2 2026, an estimated $70.5K.
  • IBM made up 0.12% of Pasadena Private Wealth's portfolio in Q2 2026, its #100 holding.
  • Pasadena Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.