Pines Wealth Management’s IBM IBM Stock Holding History

Pines Wealth Management’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 Q3	$2.46M	Sell	11,199 -19	-0.2%	-$4.51K	0.7%	30
2026 Q2	$3.15M	Buy	11,218 +306	+3%	+$77.1K	0.91%	24
2026 Q1	$2.64M	Buy	10,912 +394	+4%	+$107K	0.86%	25
2025 Q4	$3.12M	Sell	10,518 -188	-2%	-$56.3K	1.01%	21
2025 Q3	$3.02M	Buy	10,706 +173	+2%	+$45.3K	1.02%	20
2025 Q2	$3.08M	Buy	10,533 +599	+6%	+$154K	1.09%	18
2025 Q1	$2.2M	Buy	9,934 +335	+3%	+$81.9K	1.02%	21
2024 Q4	$2.11M	Buy	+9,599	New	+$2.14M	0.92%	23

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Pines Wealth Management's IBM Position: Q3 2026 in Review

Pines Wealth Management reduced its IBM (IBM) stake by 0.17% in Q3 2026, selling an estimated $4.51K and leaving 11,199 shares worth $2.46M. The position accounts for 0.7% of the portfolio, ranked #30.

Pines Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Pines Wealth Management held 11,199 shares of IBM worth $2.46M as of Q3 2026.
Pines Wealth Management sold 19 IBM shares in Q3 2026, an estimated $4.51K.
IBM made up 0.7% of Pines Wealth Management's portfolio in Q3 2026, its #30 holding.
Pines Wealth Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's IBM position peaked at $3.15M in Q2 2026.
1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.