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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
Q2 		$530K Buy
1,886
+146
+8% +$36.8K 0.21% 50
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 $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

PFS Partners's IBM Position: Q2 2026 in Review

PFS Partners increased its IBM (IBM) stake by 8.4% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,886 shares worth $530K. The position accounts for 0.21% of the portfolio, ranked #50.

PFS Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PFS Partners held 1,886 shares of IBM worth $530K as of Q2 2026.
  • PFS Partners bought 146 IBM shares in Q2 2026, an estimated $36.8K.
  • IBM made up 0.21% of PFS Partners's portfolio in Q2 2026, its #50 holding.
  • PFS Partners first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.