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Pathway Financial Advisors’s IBM IBM Stock Holding History

Pathway Financial 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 		– Sell
-923
Closed -$279K – 140
2025
Q4 		$279K Sell
923
-2
-0.2% -$599 0.04% 121
2025
Q3 		$261K Hold
925
– – 0.03% 121
2025
Q2 		$273K Sell
925
-23
-2% -$5.93K 0.04% 112
2025
Q1 		$236K Sell
948
-25
-3% -$6.12K 0.04% 150
2024
Q4 		$214K Buy
+973
New +$217K 0.05% 151
2022
Q3 		– Sell
-1,831
Closed -$259K – 135
2022
Q2 		$259K Hold
1,831
– – 0.11% 111
2022
Q1 		$238K Sell
1,831
-89
-5% -$11.6K 0.09% 125
2021
Q4 		$256K Buy
+1,920
New +$241K 0.09% 115
2021
Q1 		$342K Sell
2,483
-80
-3% -$9.57K 0.14% 85
2020
Q4 		$291K Sell
2,563
-903
-26% -$104K 0.12% 83
2020
Q3 		$401K Sell
3,466
-395
-10% -$46.5K 0.16% 56
2020
Q2 		$446K Sell
3,861
-418
-10% -$48.5K 0.13% 51
2020
Q1 		$435K Hold
4,279
– – 0.15% 46
2019
Q4 		$569K Buy
+4,279
New +$556K 0.16% 54
2018
Q3 		– Sell
-1,337
Closed -$179K – 215
2018
Q2 		$179K Sell
1,337
-73
-5% -$10.2K 0.11% 95
2018
Q1 		$207K Sell
1,410
-128
-8% -$19.4K 0.12% 86
2017
Q4 		$226K Buy
+1,538
New +$224K 0.13% 84

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

Pathway Financial Advisors's IBM Position: Q1 2026 in Review

Pathway Financial Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 923 shares — an estimated $279K sold.

Pathway Financial Advisors first reported a position in IBM in Q4 2017 and held it in 17 quarters. The position peaked at $569K in Q4 2019. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pathway Financial Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 923 IBM shares in Q1 2026, an estimated $279K.
  • Pathway Financial Advisors first reported a position in IBM in Q4 2017 and held it in 17 quarters.
  • Pathway Financial Advisors's IBM position peaked at $569K in Q4 2019.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pathway Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.