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Pinnacle Family Advisors’s IBM IBM Stock Holding History

Pinnacle Family 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 		$253K Sell
1,045
-19
-2% -$5.14K 0.12% 121
2025
Q4 		$315K Buy
1,064
+8
+0.8% +$2.4K 0.14% 106
2025
Q3 		$298K Buy
1,056
+82
+8% +$21.5K 0.13% 101
2025
Q2 		$284K Buy
974
+4
+0.4% +$1.03K 0.14% 101
2025
Q1 		$241K Sell
970
-19
-2% -$4.65K 0.13% 97
2024
Q4 		$217K Buy
989
+38
+4% +$8.46K 0.11% 105
2024
Q3 		$210K Buy
+951
New +$186K 0.11% 112
2024
Q2 		– Sell
-1,224
Closed -$234K – 116
2024
Q1 		$234K Buy
+1,224
New +$223K 0.12% 91
2023
Q1 		– Sell
-6,697
Closed -$943K – 102
2022
Q4 		$943K Sell
6,697
-157
-2% -$21.7K 0.67% 32
2022
Q3 		$814K Buy
6,854
+1,220
+22% +$160K 0.71% 30
2022
Q2 		$795K Buy
+5,634
New +$760K 0.65% 33

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

Pinnacle Family Advisors's IBM Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its IBM (IBM) stake by 1.8% in Q1 2026, selling an estimated $5.14K and leaving 1,045 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #121.

Pinnacle Family Advisors first reported a position in IBM in Q2 2022 and has held it in 11 quarters since. The position peaked at $943K in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Pinnacle Family Advisors held 1,045 shares of IBM worth $253K as of Q1 2026.
  • Pinnacle Family Advisors sold 19 IBM shares in Q1 2026, an estimated $5.14K.
  • IBM made up 0.12% of Pinnacle Family Advisors's portfolio in Q1 2026, its #121 holding.
  • Pinnacle Family Advisors first reported a position in IBM in Q2 2022 and has held it in 11 quarters since.
  • Pinnacle Family Advisors's IBM position peaked at $943K in Q4 2022.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.