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PFG Investments’s IBM IBM Stock Holding History

PFG Investments’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 		$13.6M Buy
48,519
+5,657
+13% +$1.43M 0.53% 32
2026
Q1 		$10.4M Sell
42,862
-836
-2% -$226K 0.48% 33
2025
Q4 		$12.9M Buy
43,698
+135
+0.3% +$40.4K 0.61% 24
2025
Q3 		$12.3M Sell
43,563
-698
-2% -$183K 0.64% 22
2025
Q2 		$13M Sell
44,261
-771
-2% -$199K 0.77% 16
2025
Q1 		$11.2M Sell
45,032
-410
-0.9% -$100K 0.72% 17
2024
Q4 		$9.79M Buy
45,442
+493
+1% +$110K 0.61% 22
2024
Q3 		$9.94M Sell
44,949
-1,737
-4% -$341K 0.64% 20
2024
Q2 		$8.07M Buy
46,686
+2,586
+6% +$449K 0.58% 24
2024
Q1 		$8.42M Buy
44,100
+23,056
+110% +$4.21M 0.51% 32
2023
Q4 		$3.44M Sell
21,044
-181
-0.9% -$27.4K 0.64% 23
2023
Q3 		$2.98M Sell
21,225
-420
-2% -$59.8K 0.56% 32
2023
Q2 		$2.9M Buy
21,645
+2,147
+11% +$277K 0.51% 35
2023
Q1 		$2.56M Buy
+19,498
New +$2.61M 0.52% 33

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Investments's IBM Position: Q2 2026 in Review

PFG Investments increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 48,519 shares worth $13.6M. The position accounts for 0.53% of the portfolio, ranked #32.

PFG Investments first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PFG Investments held 48,519 shares of IBM worth $13.6M as of Q2 2026.
  • PFG Investments bought 5,657 IBM shares in Q2 2026, an estimated $1.43M.
  • IBM made up 0.53% of PFG Investments's portfolio in Q2 2026, its #32 holding.
  • PFG Investments first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.