Pinnacle Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.8M | Buy |
147,678
+7,928
| +6% | +$2.15M | 0.46% | 49 |
|
|
2025
Q4 | $41.4M | Sell |
139,750
-1,038
| -0.7% | -$311K | 0.53% | 40 |
|
|
2025
Q3 | $39.7M | Buy |
140,788
+250
| +0.2% | +$65.4K | 0.53% | 41 |
|
|
2025
Q2 | $41.4M | Sell |
140,538
-13,590
| -9% | -$3.5M | 0.6% | 35 |
|
|
2025
Q1 | $38.3M | Sell |
154,128
-558
| -0.4% | -$136K | 0.56% | 37 |
|
|
2024
Q4 | $34M | Buy |
154,686
+23,589
| +18% | +$5.25M | 0.46% | 49 |
|
|
2024
Q3 | $21.4M | Sell |
131,097
-25,992
| -17% | -$5.1M | 0.36% | 74 |
|
|
2024
Q2 | $27.2M | Buy |
157,089
+22,924
| +17% | +$3.98M | 0.43% | 57 |
|
|
2024
Q1 | $25.6M | Buy |
134,165
+3,068
| +2% | +$560K | 0.4% | 59 |
|
|
2023
Q4 | $21.4M | Buy |
131,097
+327
| +0.3% | +$49.4K | 0.36% | 75 |
|
|
2023
Q3 | $18.3M | Buy |
130,770
+2,133
| +2% | +$303K | 0.34% | 81 |
|
|
2023
Q2 | $17.2M | Buy |
128,637
+41,694
| +48% | +$5.38M | 0.3% | 95 |
|
|
2023
Q1 | $11.4M | Sell |
86,943
-1,326
| -2% | -$177K | 0.23% | 127 |
|
|
2022
Q4 | $12.4M | Sell |
88,269
-4,621
| -5% | -$637K | 0.27% | 109 |
|
|
2022
Q3 | $11M | Buy |
92,890
+2,810
| +3% | +$369K | 0.25% | 122 |
|
|
2022
Q2 | $12.7M | Sell |
90,080
-2,228
| -2% | -$301K | 0.28% | 113 |
|
|
2022
Q1 | $12M | Sell |
92,308
-1,086
| -1% | -$142K | 0.21% | 130 |
|
|
2021
Q4 | $12.5M | Sell |
93,394
-3,193
| -3% | -$400K | 0.22% | 129 |
|
|
2021
Q3 | $12.8M | Buy |
96,587
+8,213
| +9% | +$1.1M | 0.24% | 120 |
|
|
2021
Q2 | $12.4M | Buy |
88,374
+1,174
| +1% | +$161K | 0.22% | 125 |
|
|
2021
Q1 | $11.1M | Buy |
87,200
+9,685
| +12% | +$1.16M | 0.21% | 130 |
|
|
2020
Q4 | $9.33M | Buy |
77,515
+443
| +0.6% | +$51.2K | 0.19% | 132 |
|
|
2020
Q3 | $8.96M | Sell |
77,072
-984
| -1% | -$116K | 0.21% | 124 |
|
|
2020
Q2 | $9.01M | Sell |
78,056
-7,501
| -9% | -$871K | 0.22% | 119 |
|
|
2020
Q1 | $9.07M | Buy |
85,557
+1,011
| +1% | +$128K | 0.28% | 103 |
|
|
2019
Q4 | $10.8M | Sell |
84,546
-1,155
| -1% | -$150K | 0.24% | 116 |
|
|
2019
Q3 | $11.9M | Buy |
85,701
+13,502
| +19% | +$1.82M | 0.28% | 99 |
|
|
2019
Q2 | $9.52M | Sell |
72,199
-354
| -0.5% | -$46.5K | 0.22% | 126 |
|
|
2019
Q1 | $9.79M | Sell |
72,553
-95
| -0.1% | -$12.1K | 0.22% | 122 |
|
|
2018
Q4 | $7.89M | Sell |
72,648
-18,624
| -20% | -$2.24M | 0.2% | 134 |
|
|
2018
Q3 | $13.2M | Sell |
91,272
-1,464
| -2% | -$205K | 0.27% | 102 |
|
|
2018
Q2 | $12.4M | Sell |
92,736
-11,629
| -11% | -$1.62M | 0.25% | 110 |
|
|
2018
Q1 | $15.3M | Buy |
104,365
+7,291
| +8% | +$1.1M | 0.3% | 94 |
|
|
2017
Q4 | $14.2M | Sell |
97,074
-5,258
| -5% | -$765K | 0.27% | 93 |
|
|
2017
Q3 | $14.2M | Sell |
102,332
-1,351
| -1% | -$188K | 0.26% | 101 |
|
|
2017
Q2 | $15.2M | Buy |
103,683
+10,166
| +11% | +$1.53M | 0.29% | 96 |
|
|
2017
Q1 | $15.6M | Buy |
93,517
+20,369
| +28% | +$3.42M | 0.3% | 97 |
|
|
2016
Q4 | $11.6M | Buy |
73,148
+806
| +1% | +$123K | 0.23% | 114 |
|
|
2016
Q3 | $11M | Sell |
72,342
-1,755
| -2% | -$266K | 0.22% | 115 |
|
|
2016
Q2 | $10.8M | Buy |
74,097
+2,031
| +3% | +$291K | 0.23% | 115 |
|
|
2016
Q1 | $10.4M | Buy |
72,066
+378
| +0.5% | +$48.3K | 0.22% | 118 |
|
|
2015
Q4 | $9.43M | Buy |
71,688
+3,282
| +5% | +$441K | 0.2% | 123 |
|
|
2015
Q3 | $9.48M | Sell |
68,406
-161
| -0.2% | -$23.8K | 0.21% | 118 |
|
|
2015
Q2 | $10.7M | Sell |
68,567
-1,998
| -3% | -$321K | 0.2% | 115 |
|
|
2015
Q1 | $10.8M | Sell |
70,565
-126
| -0.2% | -$19.1K | 0.2% | 116 |
|
|
2014
Q4 | $10.8M | Sell |
70,691
-1,884
| -3% | -$300K | 0.21% | 112 |
|
|
2014
Q3 | $13.2M | Sell |
72,575
-2,767
| -4% | -$504K | 0.27% | 103 |
|
|
2014
Q2 | $13.1M | Sell |
75,342
-5,398
| -7% | -$972K | 0.25% | 99 |
|
|
2014
Q1 | $14.9M | Buy |
80,740
+2,242
| +3% | +$395K | 0.29% | 91 |
|
|
2013
Q4 | $14.1M | Buy |
78,498
+3,309
| +4% | +$571K | 0.27% | 96 |
|
|
2013
Q3 | $13.3M | Sell |
75,189
-6,198
| -8% | -$1.13M | 0.28% | 100 |
|
|
2013
Q2 | $14.9M | Buy |
+81,387
| New | +$15.8M | 0.33% | 86 |
|
Other funds holding IBM
VCM
VPM
Pinnacle Associates's IBM Position: Q1 2026 in Review
Pinnacle Associates increased its IBM (IBM) stake by 5.7% in Q1 2026, buying an estimated $2.15M and bringing the position to 147,678 shares worth $35.8M. The position accounts for 0.46% of the portfolio, ranked #49.
Pinnacle Associates first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.4M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Pinnacle Associates held 147,678 shares of IBM worth $35.8M as of Q1 2026.
- Pinnacle Associates bought 7,928 IBM shares in Q1 2026, an estimated $2.15M.
- IBM made up 0.46% of Pinnacle Associates's portfolio in Q1 2026, its #49 holding.
- Pinnacle Associates first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Associates's IBM position peaked at $41.4M in Q2 2025.
- 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.