PVI
IBM icon

Pine Valley Investments’s IBM IBM Stock Holding History

Pine Valley 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 		$5.78M Buy
20,558
+217
+1% +$54.7K 0.23% 100
2026
Q1 		$4.93M Buy
20,341
+225
+1% +$60.9K 0.23% 108
2025
Q4 		$5.96M Sell
20,116
-156
-0.8% -$46.7K 0.28% 89
2025
Q3 		$5.72M Buy
20,272
+672
+3% +$176K 0.28% 90
2025
Q2 		$5.78M Sell
19,600
-646
-3% -$166K 0.32% 91
2025
Q1 		$5.03M Sell
20,246
-3,059
-13% -$748K 0.3% 89
2024
Q4 		$5.12M Buy
23,305
+1,924
+9% +$428K 0.31% 78
2024
Q3 		$4.73M Sell
21,381
-710
-3% -$139K 0.29% 82
2024
Q2 		$3.82M Buy
22,091
+835
+4% +$145K 0.25% 95
2024
Q1 		$4.06M Buy
21,256
+108
+0.5% +$19.7K 0.27% 84
2023
Q4 		$3.46M Buy
21,148
+1,365
+7% +$206K 0.25% 87
2023
Q3 		$2.78M Buy
19,783
+329
+2% +$46.8K 0.25% 89
2023
Q2 		$2.6M Buy
19,454
+13,409
+222% +$1.73M 0.25% 91
2023
Q1 		$669K Buy
+6,045
New +$809K 0.1% 161

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Pine Valley Investments's IBM Position: Q2 2026 in Review

Pine Valley Investments increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $54.7K and bringing the position to 20,558 shares worth $5.78M. The position accounts for 0.23% of the portfolio, ranked #100.

Pine Valley Investments first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.96M in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pine Valley Investments held 20,558 shares of IBM worth $5.78M as of Q2 2026.
  • Pine Valley Investments bought 217 IBM shares in Q2 2026, an estimated $54.7K.
  • IBM made up 0.23% of Pine Valley Investments's portfolio in Q2 2026, its #100 holding.
  • Pine Valley Investments first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's IBM position peaked at $5.96M in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.