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Pineridge Advisors’s IBM IBM Stock Holding History

Pineridge Advisors’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
2025
Q3 		$345K Sell
1,224
-19
-2% -$4.97K 0.1% 38
2025
Q2 		$366K Buy
1,243
+7
+0.6% +$1.8K 0.13% 31
2025
Q1 		$307K Sell
1,236
-171
-12% -$41.8K 0.12% 35
2024
Q4 		$309K Buy
1,407
+10
+0.7% +$2.23K 0.12% 37
2024
Q3 		$309K Buy
1,397
+28
+2% +$5.49K 0.12% 49
2024
Q2 		$237K Buy
1,369
+11
+0.8% +$1.91K 0.08% 54
2024
Q1 		$259K Sell
1,358
-150
-10% -$27.4K 0.09% 47
2023
Q4 		$247K Buy
+1,508
New +$228K 0.08% 58

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Pineridge Advisors's IBM Position: Q3 2025 in Review

Pineridge Advisors reduced its IBM (IBM) stake by 1.5% in Q3 2025, selling an estimated $4.97K and leaving 1,224 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #38.

Pineridge Advisors first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $366K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Pineridge Advisors held 1,224 shares of IBM worth $345K as of Q3 2025.
  • Pineridge Advisors sold 19 IBM shares in Q3 2025, an estimated $4.97K.
  • IBM made up 0.1% of Pineridge Advisors's portfolio in Q3 2025, its #38 holding.
  • Pineridge Advisors first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's IBM position peaked at $366K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.