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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
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

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

Pines Wealth Management's IBM Position: Q2 2026 in Review

Pines Wealth Management increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $77.1K and bringing the position to 11,218 shares worth $3.15M. The position accounts for 0.91% of the portfolio, ranked #24.

Pines Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pines Wealth Management held 11,218 shares of IBM worth $3.15M as of Q2 2026.
  • Pines Wealth Management bought 306 IBM shares in Q2 2026, an estimated $77.1K.
  • IBM made up 0.91% of Pines Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Pines Wealth Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.