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Perennial Investment Advisors’s IBM IBM Stock Holding History

Perennial Investment 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
Q1 		$1.31M Buy
5,420
+54
+1% +$14.6K 0.1% 162
2025
Q4 		$1.59M Buy
5,366
+152
+3% +$45.5K 0.13% 138
2025
Q3 		$1.47M Sell
5,214
-354
-6% -$92.7K 0.12% 139
2025
Q2 		$1.64M Buy
5,568
+296
+6% +$76.3K 0.16% 124
2025
Q1 		$1.31M Buy
5,272
+216
+4% +$52.8K 0.15% 128
2024
Q4 		$1.11M Buy
5,056
+250
+5% +$55.7K 0.13% 132
2024
Q3 		$1.06M Sell
4,806
-172
-3% -$33.7K 0.14% 126
2024
Q2 		$861K Buy
4,978
+449
+10% +$78K 0.12% 136
2024
Q1 		$865K Sell
4,529
-77
-2% -$14K 0.13% 129
2023
Q4 		$753K Buy
4,606
+86
+2% +$13K 0.12% 137
2023
Q3 		$634K Buy
4,520
+221
+5% +$31.4K 0.11% 143
2023
Q2 		$575K Buy
4,299
+119
+3% +$15.4K 0.1% 169
2023
Q1 		$548K Buy
4,180
+28
+0.7% +$3.75K 0.1% 159
2022
Q4 		$585K Buy
4,152
+252
+6% +$34.8K 0.24% 87
2022
Q3 		$463K Buy
3,900
+16
+0.4% +$2.1K 0.21% 89
2022
Q2 		$549K Buy
3,884
+98
+3% +$13.2K 0.21% 89
2022
Q1 		$492K Buy
3,786
+252
+7% +$32.9K 0.16% 116
2021
Q4 		$474K Buy
3,534
+262
+8% +$32.9K 0.15% 124
2021
Q3 		$434K Sell
3,272
-71
-2% -$9.49K 0.15% 125
2021
Q2 		$468K Sell
3,343
-153
-4% -$20.9K 0.17% 115
2021
Q1 		$445K Buy
3,496
+222
+7% +$26.6K 0.18% 110
2020
Q4 		$394K Buy
3,274
+64
+2% +$7.4K 0.17% 107
2020
Q3 		$373K Buy
3,210
+67
+2% +$7.89K 0.19% 99
2020
Q2 		$363K Buy
3,143
+17
+0.5% +$1.97K 0.25% 78
2020
Q1 		$332K Buy
3,126
+13
+0.4% +$1.64K 0.3% 72
2019
Q4 		$399K Buy
+3,113
New +$405K 0.31% 75

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

Perennial Investment Advisors's IBM Position: Q1 2026 in Review

Perennial Investment Advisors increased its IBM (IBM) stake by 1% in Q1 2026, buying an estimated $14.6K and bringing the position to 5,420 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #162.

Perennial Investment Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.64M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Perennial Investment Advisors held 5,420 shares of IBM worth $1.31M as of Q1 2026.
  • Perennial Investment Advisors bought 54 IBM shares in Q1 2026, an estimated $14.6K.
  • IBM made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Perennial Investment Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's IBM position peaked at $1.64M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.