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 Q2	$239K	Buy	987 +54	+6%	+$13.6K	0.02%	95
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinkerton Retirement Specialists's IBM Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its IBM (IBM) stake by 5.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 987 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #95.

Pinkerton Retirement Specialists first reported a position in IBM in Q4 2014 and has held it in 11 quarters since. The position peaked at $276K in Q1 2026. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Pinkerton Retirement Specialists held 987 shares of IBM worth $239K as of Q2 2026.
Pinkerton Retirement Specialists bought 54 IBM shares in Q2 2026, an estimated $13.6K.
IBM made up 0.02% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #95 holding.
Pinkerton Retirement Specialists first reported a position in IBM in Q4 2014 and has held it in 11 quarters since.
Pinkerton Retirement Specialists's IBM position peaked at $276K in Q1 2026.
3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.