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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
Q2 		$267K Sell
949
-96
-9% -$24.2K 0.11% 126
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 $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 $3.37T AUM 44.26% 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

Pinnacle Family Advisors's IBM Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its IBM (IBM) stake by 9.2% in Q2 2026, selling an estimated $24.2K and leaving 949 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #126.

Pinnacle Family Advisors first reported a position in IBM in Q2 2022 and has held it in 12 quarters since. The position peaked at $943K in Q4 2022. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pinnacle Family Advisors held 949 shares of IBM worth $267K as of Q2 2026.
  • Pinnacle Family Advisors sold 96 IBM shares in Q2 2026, an estimated $24.2K.
  • IBM made up 0.11% of Pinnacle Family Advisors's portfolio in Q2 2026, its #126 holding.
  • Pinnacle Family Advisors first reported a position in IBM in Q2 2022 and has held it in 12 quarters since.
  • Pinnacle Family Advisors's IBM position peaked at $943K in Q4 2022.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.