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Pinkerton Retirement Specialists’s IBM IBM Stock Holding History

Pinkerton Retirement Specialists’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 		$276K Hold
933
– – 0.03% 127
2025
Q4 		$276K Sell
933
-45
-5% -$13.5K 0.03% 126
2025
Q3 		$276K Buy
978
+297
+44% +$77.7K 0.03% 121
2025
Q2 		$201K Sell
681
-383
-36% -$98.7K 0.02% 137
2025
Q1 		$265K Buy
+1,064
New +$260K 0.03% 88
2018
Q1 		– Sell
-280
Closed -$41K – 188
2017
Q4 		$41K Buy
+280
New +$40.7K 0.02% 95
2017
Q1 		– Sell
-324
Closed -$51K – 299
2016
Q4 		$51K Buy
324
+31
+11% +$4.72K 0.02% 196
2016
Q3 		$44K Hold
293
– – 0.02% 217
2016
Q2 		$42K Buy
+293
New +$41.9K 0.02% 211
2015
Q1 		– Sell
-621
Closed -$10K – 114
2014
Q4 		$10K Buy
+621
New +$98.8K 0.01% 102

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Pinkerton Retirement Specialists's IBM Position: Q1 2026 in Review

Pinkerton Retirement Specialists held its IBM (IBM) position steady in Q1 2026 at 933 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #127.

Pinkerton Retirement Specialists first reported a position in IBM in Q4 2014 and has held it in 10 quarters since. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pinkerton Retirement Specialists held 933 shares of IBM worth $276K as of Q1 2026.
  • Pinkerton Retirement Specialists left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.03% of Pinkerton Retirement Specialists's portfolio in Q1 2026, its #127 holding.
  • Pinkerton Retirement Specialists first reported a position in IBM in Q4 2014 and has held it in 10 quarters since.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2026, filed 9 Apr 2026.