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Pekin Hardy Strauss’s IBM IBM Stock Holding History

Pekin Hardy Strauss’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 		$570K Sell
2,350
-8
-0.3% -$2.17K 0.06% 289
2025
Q4 		$698K Sell
2,358
-350
-13% -$105K 0.06% 237
2025
Q3 		$764K Sell
2,708
-195
-7% -$51K 0.08% 213
2025
Q2 		$856K Sell
2,903
-75
-3% -$19.3K 0.1% 189
2025
Q1 		$741K Sell
2,978
-100
-3% -$24.5K 0.09% 194
2024
Q4 		$677K Sell
3,078
-25
-0.8% -$5.57K 0.09% 214
2024
Q3 		$686K Buy
3,103
+10
+0.3% +$1.96K 0.09% 203
2024
Q2 		$535K Sell
3,093
-2,568
-45% -$446K 0.07% 210
2024
Q1 		$1.08M Sell
5,661
-150
-3% -$27.4K 0.15% 134
2023
Q4 		$950K Buy
5,811
+150
+3% +$22.7K 0.13% 143
2023
Q3 		$794K Hold
5,661
– – 0.13% 153
2023
Q2 		$757K Hold
5,661
– – 0.08% 160
2023
Q1 		$742K Sell
5,661
-140
-2% -$18.7K 0.1% 170
2022
Q4 		$817K Hold
5,801
– – 0.11% 169
2022
Q3 		$689K Hold
5,801
– – 0.11% 169
2022
Q2 		$819K Sell
5,801
-80
-1% -$10.8K 0.12% 166
2022
Q1 		$765K Sell
5,881
-90
-2% -$11.7K 0.1% 189
2021
Q4 		$798K Sell
5,971
-348
-6% -$43.6K 0.11% 183
2021
Q3 		$839K Buy
6,319
+694
+12% +$92.8K 0.12% 177
2021
Q2 		$788K Hold
5,625
– – 0.11% 180
2021
Q1 		$717K Sell
5,625
-439
-7% -$52.5K 0.11% 174
2020
Q4 		$730K Hold
6,064
– – 0.13% 152
2020
Q3 		$705K Buy
6,064
+210
+4% +$24.7K 0.14% 137
2020
Q2 		$676K Hold
5,854
– – 0.15% 126
2020
Q1 		$621K Sell
5,854
-459
-7% -$58K 0.14% 111
2019
Q4 		$809K Sell
6,313
-63
-1% -$8.19K 0.13% 110
2019
Q3 		$886K Hold
6,376
– – 0.17% 105
2019
Q2 		$841K Sell
6,376
-523
-8% -$68.7K 0.17% 99
2019
Q1 		$931K Sell
6,899
-210
-3% -$26.8K 0.07% 96
2018
Q4 		$773K Sell
7,109
-1,929
-21% -$232K 0.13% 100
2018
Q3 		$1.31M Buy
9,038
+11
+0.1% +$1.54K 0.23% 85
2018
Q2 		$1.21M Sell
9,027
-85
-0.9% -$11.9K 0.23% 84
2018
Q1 		$1.34M Sell
9,112
-439
-5% -$66.4K 0.24% 79
2017
Q4 		$1.4M Sell
9,551
-497
-5% -$72.3K 0.26% 73
2017
Q3 		$1.39M Buy
10,048
+73
+0.7% +$10.2K 0.26% 75
2017
Q2 		$1.47M Sell
9,975
-897
-8% -$135K 0.23% 67
2017
Q1 		$1.81M Sell
10,872
-471
-4% -$79K 0.35% 55
2016
Q4 		$1.8M Buy
11,343
+716
+7% +$109K 0.16% 53
2016
Q3 		$1.61M Sell
10,627
-680
-6% -$103K 0.28% 57
2016
Q2 		$1.64M Sell
11,307
-2,983
-21% -$427K 0.36% 52
2016
Q1 		$2.07M Sell
14,290
-30
-0.2% -$3.83K 0.48% 45
2015
Q4 		$1.88M Buy
14,320
+1,246
+10% +$167K 0.43% 52
2015
Q3 		$1.81M Buy
13,074
+2,033
+18% +$300K 0.41% 45
2015
Q2 		$1.72M Buy
11,041
+1,920
+21% +$309K 0.33% 54
2015
Q1 		$1.4M Buy
9,121
+630
+7% +$95.6K 0.26% 57
2014
Q4 		$1.3M Sell
8,491
-1,479
-15% -$235K 0.19% 101
2014
Q3 		$1.81M Buy
9,970
+786
+9% +$143K 0.31% 47
2014
Q2 		$1.59M Buy
9,184
+148
+2% +$26.6K 0.25% 50
2014
Q1 		$1.66M Sell
9,036
-926
-9% -$163K 0.27% 46
2013
Q4 		$1.79M Buy
9,962
+398
+4% +$68.6K 0.28% 45
2013
Q3 		$1.69M Buy
9,564
+2,633
+38% +$479K 0.27% 46
2013
Q2 		$1.27M Buy
+6,931
New +$1.35M 0.22% 54

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

Pekin Hardy Strauss's IBM Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its IBM (IBM) stake by 0.34% in Q1 2026, selling an estimated $2.17K and leaving 2,350 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #289.

Pekin Hardy Strauss first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.07M in Q1 2016. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pekin Hardy Strauss held 2,350 shares of IBM worth $570K as of Q1 2026.
  • Pekin Hardy Strauss sold 8 IBM shares in Q1 2026, an estimated $2.17K.
  • IBM made up 0.06% of Pekin Hardy Strauss's portfolio in Q1 2026, its #289 holding.
  • Pekin Hardy Strauss first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Pekin Hardy Strauss's IBM position peaked at $2.07M in Q1 2016.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.