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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
Q2 		$389K Buy
1,385
+258
+23% +$65K 0.07% 142
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
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 $3.38T AUM 44.17% 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

Pinion Investment Advisors's IBM Position: Q2 2026 in Review

Pinion Investment Advisors increased its IBM (IBM) stake by 23% in Q2 2026, buying an estimated $65K and bringing the position to 1,385 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #142.

Pinion Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 16 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pinion Investment Advisors held 1,385 shares of IBM worth $389K as of Q2 2026.
  • Pinion Investment Advisors bought 258 IBM shares in Q2 2026, an estimated $65K.
  • IBM made up 0.07% of Pinion Investment Advisors's portfolio in Q2 2026, its #142 holding.
  • Pinion Investment Advisors first reported a position in IBM in Q1 2022 and has held it in 16 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.