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Pettinga Financial Advisors’s IBM IBM Stock Holding History

Pettinga Financial 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 		$307K Buy
1,090
+38
+4% +$9.57K 0.05% 118
2026
Q1 		$255K Buy
1,052
+3
+0.3% +$812 0.05% 130
2025
Q4 		$311K Buy
1,049
+36
+4% +$10.8K 0.06% 112
2025
Q3 		$286K Buy
1,013
+3
+0.3% +$785 0.06% 110
2025
Q2 		$298K Buy
1,010
+3
+0.3% +$773 0.07% 109
2025
Q1 		$251K Buy
1,007
+2
+0.2% +$489 0.06% 112
2024
Q4 		$221K Buy
1,005
+4
+0.4% +$891 0.05% 118
2024
Q3 		$221K Buy
+1,001
New +$196K 0.05% 111

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

Pettinga Financial Advisors's IBM Position: Q2 2026 in Review

Pettinga Financial Advisors increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $9.57K and bringing the position to 1,090 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #118.

Pettinga Financial Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pettinga Financial Advisors held 1,090 shares of IBM worth $307K as of Q2 2026.
  • Pettinga Financial Advisors bought 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Pettinga Financial Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Pettinga Financial Advisors's IBM position peaked at $311K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.