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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
2013
Q4 		– Sell
-2,092
Closed -$370K – 129
2013
Q3 		$370K Buy
+2,092
New +$380K 0.06% 89

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.