Pinion Investment Advisors’s IBM IBM Stock Holding History

Pinion Investment 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
2026 Q1	$273K	Buy	1,127 +162	+17%	+$43.8K	0.06%	153
2025 Q4	$286K	Sell	965 -46	-5%	-$13.8K	0.07%	140
2025 Q3	$311K	Buy	1,011 +19	+2%	+$4.97K	0.08%	136
2025 Q2	$292K	Sell	992 -165	-14%	-$42.5K	0.1%	136
2025 Q1	$288K	Buy	1,157 +22	+2%	+$5.38K	0.06%	132
2024 Q4	$250K	Buy	1,135 +4	+0.4%	+$891	0.1%	137
2024 Q3	$250K	Buy	+1,131	New	+$222K	0.1%	139
2024 Q2	–	Sell	-1,582	Closed	-$302K	–	151
2024 Q1	$302K	Sell	1,582 -85	-5%	-$15.5K	0.16%	116
2023 Q4	$273K	Sell	1,667 -260	-13%	-$39.3K	0.16%	122
2023 Q3	$270K	Hold	1,927	–	–	0.18%	131
2023 Q2	$258K	Buy	+1,927	New	+$249K	0.17%	143
2023 Q1	–	Sell	-1,820	Closed	-$256K	–	127
2022 Q4	$256K	Sell	1,820 -357	-16%	-$49.2K	0.24%	108
2022 Q3	$259K	Hold	2,177	–	–	0.23%	126
2022 Q2	$307K	Buy	2,177 +176	+9%	+$23.8K	0.26%	122
2022 Q1	$260K	Buy	+2,001	New	+$261K	0.18%	150

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinion Investment Advisors's IBM Position: Q1 2026 in Review

Pinion Investment Advisors increased its IBM (IBM) stake by 17% in Q1 2026, buying an estimated $43.8K and bringing the position to 1,127 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #153.

Pinion Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. The position peaked at $311K in Q3 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Pinion Investment Advisors held 1,127 shares of IBM worth $273K as of Q1 2026.
Pinion Investment Advisors bought 162 IBM shares in Q1 2026, an estimated $43.8K.
IBM made up 0.06% of Pinion Investment Advisors's portfolio in Q1 2026, its #153 holding.
Pinion Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
Pinion Investment Advisors's IBM position peaked at $311K in Q3 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.