Pin Oak Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118K | Buy |
485
+50
| +11% | +$13.5K | 0.08% | 138 |
|
|
2025
Q4 | $130K | Hold |
435
| – | – | 0.09% | 136 |
|
|
2025
Q3 | $123K | Hold |
435
| – | – | 0.09% | 134 |
|
|
2025
Q2 | $108K | Sell |
435
-241
| -36% | -$62.1K | 0.09% | 137 |
|
|
2025
Q1 | $141K | Buy |
676
+141
| +26% | +$34.5K | 0.11% | 125 |
|
|
2024
Q4 | $118K | Hold |
535
| – | – | 0.11% | 129 |
|
|
2024
Q3 | $118K | Hold |
535
| – | – | 0.11% | 129 |
|
|
2024
Q2 | $93K | Buy |
535
+51
| +11% | +$8.86K | 0.09% | 138 |
|
|
2024
Q1 | $92K | Hold |
484
| – | – | 0.09% | 138 |
|
|
2023
Q4 | $79K | Sell |
484
-69
| -12% | -$10.4K | 0.08% | 139 |
|
|
2023
Q3 | $78K | Hold |
553
| – | – | 0.09% | 137 |
|
|
2023
Q2 | $74K | Hold |
553
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $72K | Hold |
553
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $78K | Buy |
553
+26
| +5% | +$3.59K | 0.1% | 117 |
|
|
2022
Q3 | $63K | Sell |
527
-104
| -16% | -$13.6K | 0.08% | 132 |
|
|
2022
Q2 | $89K | Hold |
631
| – | – | 0.11% | 114 |
|
|
2022
Q1 | $82K | Sell |
631
-167
| -21% | -$21.8K | 0.09% | 132 |
|
|
2021
Q4 | $107K | Sell |
798
-403
| -34% | -$50.5K | 0.11% | 121 |
|
|
2021
Q3 | $159K | Hold |
1,201
| – | – | 0.18% | 81 |
|
|
2021
Q2 | $168K | Hold |
1,201
| – | – | 0.17% | 86 |
|
|
2021
Q1 | $153K | Hold |
1,201
| – | – | 0.13% | 107 |
|
|
2020
Q4 | $145K | Hold |
1,201
| – | – | 0.12% | 115 |
|
|
2020
Q3 | $140K | Sell |
1,201
-797
| -40% | -$93.8K | 0.13% | 108 |
|
|
2020
Q2 | $231K | Hold |
1,998
| – | – | 0.21% | 89 |
|
|
2020
Q1 | $212K | Sell |
1,998
-149
| -7% | -$18.8K | 0.22% | 88 |
|
|
2019
Q4 | $275K | Sell |
2,147
-466
| -18% | -$60.6K | 0.22% | 83 |
|
|
2019
Q3 | $363K | Hold |
2,613
| – | – | 0.3% | 76 |
|
|
2019
Q2 | $344K | Sell |
2,613
-8
| -0.3% | -$1.05K | 0.27% | 79 |
|
|
2019
Q1 | $354K | Sell |
2,621
-347
| -12% | -$44.2K | 0.28% | 75 |
|
|
2018
Q4 | $322K | Hold |
2,968
| – | – | 0.29% | 73 |
|
|
2018
Q3 | $429K | Sell |
2,968
-76
| -2% | -$10.6K | 0.32% | 66 |
|
|
2018
Q2 | $407K | Buy |
3,044
+228
| +8% | +$31.8K | 0.3% | 68 |
|
|
2018
Q1 | $413K | Hold |
2,816
| – | – | 0.33% | 64 |
|
|
2017
Q4 | $413K | Buy |
+2,816
| New | +$409K | 0.32% | 69 |
|
Other funds holding IBM
VCM
VPM
Pin Oak Investment Advisors's IBM Position: Q1 2026 in Review
Pin Oak Investment Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $13.5K and bringing the position to 485 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #138.
Pin Oak Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $429K in Q3 2018. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Pin Oak Investment Advisors held 485 shares of IBM worth $118K as of Q1 2026.
- Pin Oak Investment Advisors bought 50 IBM shares in Q1 2026, an estimated $13.5K.
- IBM made up 0.08% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #138 holding.
- Pin Oak Investment Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's IBM position peaked at $429K in Q3 2018.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.