PWMA
IBM icon

Pension & Wealth Management Advisors’s IBM IBM Stock Holding History

Pension & Wealth Management Advisors’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 		$208K Buy
738
+2
+0.3% +$504 0.06% 180
2026
Q1 		$179K Buy
736
+2
+0.3% +$541 0.05% 177
2025
Q4 		$218K Buy
734
+1
+0.1% +$299 0.06% 165
2025
Q3 		$207K Buy
733
+2
+0.3% +$524 0.07% 150
2025
Q2 		$216K Buy
731
+115
+19% +$29.6K 0.07% 133
2025
Q1 		$153K Buy
616
+1
+0.2% +$245 0.06% 157
2024
Q4 		$135K Buy
615
+1
+0.2% +$223 0.05% 168
2024
Q3 		$136K Buy
614
+2
+0.3% +$392 0.07% 126
2024
Q2 		$106K Buy
612
+1
+0.2% +$174 0.06% 144
2024
Q1 		$117K Buy
611
+2
+0.3% +$365 0.08% 137
2023
Q4 		$99.8K Buy
609
+1
+0.2% +$151 0.06% 144
2023
Q3 		$85.3K Sell
608
-27,823
-98% -$3.96M 0.06% 138
2023
Q2 		$81.2K Buy
28,431
+27,827
+4,607% +$3.59M 0.06% 142
2023
Q1 		$79.3K Buy
604
+2
+0.3% +$268 0.06% 139
2022
Q4 		$84.9K Buy
+602
New +$83K 0.07% 127

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pension & Wealth Management Advisors's IBM Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its IBM (IBM) stake by 0.27% in Q2 2026, buying an estimated $504 and bringing the position to 738 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #180.

Pension & Wealth Management Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q4 2025. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pension & Wealth Management Advisors held 738 shares of IBM worth $208K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #180 holding.
  • Pension & Wealth Management Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's IBM position peaked at $218K in Q4 2025.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.