PP
IBM icon

PFS Partners’s IBM IBM Stock Holding History

PFS Partners’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 		$422K Sell
1,740
-15
-0.9% -$4.06K 0.19% 50
2025
Q4 		$520K Buy
1,755
+5
+0.3% +$1.5K 0.24% 41
2025
Q3 		$494K Buy
1,750
+31
+2% +$8.11K 0.23% 41
2025
Q2 		$507K Buy
1,719
+51
+3% +$13.1K 0.26% 36
2025
Q1 		$415K Sell
1,668
-7
-0.4% -$1.71K 0.22% 42
2024
Q4 		$368K Buy
1,675
+5
+0.3% +$1.11K 0.2% 43
2024
Q3 		$369K Sell
1,670
-18
-1% -$3.53K 0.21% 40
2024
Q2 		$292K Buy
1,688
+7
+0.4% +$1.22K 0.18% 47
2024
Q1 		$321K Buy
1,681
+168
+11% +$30.6K 0.21% 40
2023
Q4 		$247K Sell
1,513
-21
-1% -$3.17K 0.17% 45
2023
Q3 		$215K Sell
1,534
-60
-4% -$8.54K 0.19% 37
2023
Q2 		$213K Sell
1,594
-377
-19% -$48.7K 0.18% 41
2023
Q1 		$258K Buy
1,971
+15
+0.8% +$2.01K 0.25% 27
2022
Q4 		$276K Buy
1,956
+13
+0.7% +$1.79K 0.29% 25
2022
Q3 		$231K Hold
1,943
– – 0.25% 30
2022
Q2 		$274K Sell
1,943
-27
-1% -$3.64K 0.27% 28
2022
Q1 		$256K Sell
1,970
-88
-4% -$11.5K 0.22% 30
2021
Q4 		$275K Buy
+2,058
New +$258K 0.2% 31

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

PFS Partners's IBM Position: Q1 2026 in Review

PFS Partners reduced its IBM (IBM) stake by 0.85% in Q1 2026, selling an estimated $4.06K and leaving 1,740 shares worth $422K. The position accounts for 0.19% of the portfolio, ranked #50.

PFS Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $520K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • PFS Partners held 1,740 shares of IBM worth $422K as of Q1 2026.
  • PFS Partners sold 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.19% of PFS Partners's portfolio in Q1 2026, its #50 holding.
  • PFS Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • PFS Partners's IBM position peaked at $520K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.