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Pennington Partners & Co’s IBM IBM Stock Holding History

Pennington Partners & Co’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 		$417K Buy
1,722
+53
+3% +$14.3K 0.14% 79
2025
Q4 		$494K Buy
1,669
+1
+0.1% +$299 0.2% 55
2025
Q3 		$471K Buy
1,668
+1
+0.1% +$262 0.22% 52
2025
Q2 		$491K Sell
1,667
-20
-1% -$5.15K 0.26% 41
2025
Q1 		$419K Sell
1,687
-434
-20% -$106K 0.24% 48
2024
Q4 		$466K Buy
+2,121
New +$472K 0.23% 48

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

Pennington Partners & Co's IBM Position: Q1 2026 in Review

Pennington Partners & Co increased its IBM (IBM) stake by 3.2% in Q1 2026, buying an estimated $14.3K and bringing the position to 1,722 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #79.

Pennington Partners & Co first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $494K in Q4 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pennington Partners & Co held 1,722 shares of IBM worth $417K as of Q1 2026.
  • Pennington Partners & Co bought 53 IBM shares in Q1 2026, an estimated $14.3K.
  • IBM made up 0.14% of Pennington Partners & Co's portfolio in Q1 2026, its #79 holding.
  • Pennington Partners & Co first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Pennington Partners & Co's IBM position peaked at $494K in Q4 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.