Pennsylvania Capital Management’s IBM IBM Stock Holding History

Pennsylvania Capital Management’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	$263K	Buy	935 +1	+0.1%	+$252	0.07%	107
2026 Q1	$226K	Buy	934 +1	+0.1%	+$271	0.06%	107
2025 Q4	$276K	Sell	933 -23	-2%	-$6.89K	0.08%	94
2025 Q3	$270K	Buy	956 +3	+0.3%	+$785	0.08%	94
2025 Q2	$281K	Hold	953	–	–	0.09%	91
2025 Q1	$237K	Buy	953 +27	+3%	+$6.6K	0.09%	92
2024 Q4	$204K	Buy	+926	New	+$206K	0.07%	96
2020 Q3	–	Sell	-5,061	Closed	-$584K	–	85
2020 Q2	$584K	Buy	+5,061	New	+$588K	0.31%	61

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pennsylvania Capital Management's IBM Position: Q2 2026 in Review

Pennsylvania Capital Management increased its IBM (IBM) stake by 0.11% in Q2 2026, buying an estimated $252 and bringing the position to 935 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #107.

Pennsylvania Capital Management first reported a position in IBM in Q2 2020 and has held it in 8 quarters since. The position peaked at $584K in Q2 2020. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Pennsylvania Capital Management held 935 shares of IBM worth $263K as of Q2 2026.
Pennsylvania Capital Management bought 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.07% of Pennsylvania Capital Management's portfolio in Q2 2026, its #107 holding.
Pennsylvania Capital Management first reported a position in IBM in Q2 2020 and has held it in 8 quarters since.
Pennsylvania Capital Management's IBM position peaked at $584K in Q2 2020.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.