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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
Q2 		$543K Buy
1,932
+210
+12% +$52.9K 0.17% 74
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 $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 $3.37T AUM 44.26% 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

Pennington Partners & Co's IBM Position: Q2 2026 in Review

Pennington Partners & Co increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $52.9K and bringing the position to 1,932 shares worth $543K. The position accounts for 0.17% of the portfolio, ranked #74.

Pennington Partners & Co first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pennington Partners & Co held 1,932 shares of IBM worth $543K as of Q2 2026.
  • Pennington Partners & Co bought 210 IBM shares in Q2 2026, an estimated $52.9K.
  • IBM made up 0.17% of Pennington Partners & Co's portfolio in Q2 2026, its #74 holding.
  • Pennington Partners & Co first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.