Pinnacle Holdings’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 | $2.89M | Buy |
11,918
+1,265
| +12% | +$342K | 0.93% | 36 |
|
|
2025
Q4 | $3.16M | Buy |
10,653
+502
| +5% | +$150K | 1.07% | 23 |
|
|
2025
Q3 | $2.86M | Sell |
10,151
-48
| -0.5% | -$12.6K | 1% | 32 |
|
|
2025
Q2 | $3.01M | Buy |
10,199
+602
| +6% | +$155K | 1.08% | 23 |
|
|
2025
Q1 | $2.39M | Sell |
9,597
-414
| -4% | -$101K | 0.91% | 37 |
|
|
2024
Q4 | $2.2M | Sell |
10,011
-627
| -6% | -$140K | 0.83% | 39 |
|
|
2024
Q3 | $2.35M | Sell |
10,638
-263
| -2% | -$51.6K | 0.92% | 33 |
|
|
2024
Q2 | $1.89M | Sell |
10,901
-66
| -0.6% | -$11.5K | 0.77% | 42 |
|
|
2024
Q1 | $2.09M | Sell |
10,967
-785
| -7% | -$143K | 0.84% | 41 |
|
|
2023
Q4 | $1.92M | Buy |
11,752
+459
| +4% | +$69.4K | 0.79% | 41 |
|
|
2023
Q3 | $1.58M | Sell |
11,293
-1,094
| -9% | -$156K | 0.74% | 49 |
|
|
2023
Q2 | $1.66M | Sell |
12,387
-71
| -0.6% | -$9.16K | 0.74% | 49 |
|
|
2023
Q1 | $1.63M | Buy |
12,458
+29
| +0.2% | +$3.88K | 0.76% | 50 |
|
|
2022
Q4 | $1.75M | Sell |
12,429
-1,618
| -12% | -$223K | 0.78% | 44 |
|
|
2022
Q3 | $1.67M | Buy |
14,047
+42
| +0.3% | +$5.51K | 0.78% | 47 |
|
|
2022
Q2 | $1.98M | Buy |
14,005
+427
| +3% | +$57.6K | 0.91% | 33 |
|
|
2022
Q1 | $1.77M | Buy |
13,578
+1,248
| +10% | +$163K | 0.69% | 52 |
|
|
2021
Q4 | $1.65M | Sell |
12,330
-538
| -4% | -$67.5K | 0.69% | 51 |
|
|
2021
Q3 | $1.71M | Sell |
12,868
-365
| -3% | -$48.8K | 0.75% | 50 |
|
|
2021
Q2 | $1.85M | Sell |
13,233
-113
| -0.8% | -$15.5K | 0.85% | 38 |
|
|
2021
Q1 | $1.7M | Sell |
13,346
-29
| -0.2% | -$3.47K | 0.79% | 47 |
|
|
2020
Q4 | $1.61M | Sell |
13,375
-288
| -2% | -$33.3K | 0.85% | 41 |
|
|
2020
Q3 | $1.59M | Sell |
13,663
-8,432
| -38% | -$993K | 0.92% | 36 |
|
|
2020
Q2 | $2.55M | Buy |
22,095
+227
| +1% | +$26.4K | 1.22% | 22 |
|
|
2020
Q1 | $2.32M | Buy |
21,868
+1,684
| +8% | +$213K | 1.33% | 19 |
|
|
2019
Q4 | $2.59M | Buy |
20,184
+43
| +0.2% | +$5.59K | 0.97% | 34 |
|
|
2019
Q3 | $2.8M | Sell |
20,141
-86
| -0.4% | -$11.6K | 1.06% | 26 |
|
|
2019
Q2 | $2.67M | Buy |
20,227
+60
| +0.3% | +$7.88K | 0.99% | 36 |
|
|
2019
Q1 | $2.72M | Sell |
20,167
-53
| -0.3% | -$6.76K | 1.02% | 32 |
|
|
2018
Q4 | $2.2M | Buy |
20,220
+179
| +0.9% | +$21.5K | 0.91% | 37 |
|
|
2018
Q3 | $2.9M | Sell |
20,041
-62
| -0.3% | -$8.66K | 1% | 28 |
|
|
2018
Q2 | $2.68M | Sell |
20,103
-463
| -2% | -$64.6K | 0.94% | 31 |
|
|
2018
Q1 | $3.02M | Buy |
20,566
+3,202
| +18% | +$484K | 1.13% | 25 |
|
|
2017
Q4 | $2.55M | Buy |
17,364
+44
| +0.3% | +$6.4K | 0.93% | 36 |
|
|
2017
Q3 | $2.4M | Buy |
17,320
+1,198
| +7% | +$167K | 0.89% | 38 |
|
|
2017
Q2 | $2.37M | Buy |
16,122
+1,658
| +11% | +$250K | 0.92% | 33 |
|
|
2017
Q1 | $2.41M | Sell |
14,464
-122
| -0.8% | -$20.5K | 0.93% | 30 |
|
|
2016
Q4 | $2.31M | Sell |
14,586
-1,014
| -7% | -$154K | 0.9% | 29 |
|
|
2016
Q3 | $2.37M | Sell |
15,600
-185
| -1% | -$28.1K | 0.93% | 27 |
|
|
2016
Q2 | $2.29M | Sell |
15,785
-132
| -0.8% | -$18.9K | 0.98% | 25 |
|
|
2016
Q1 | $2.3M | Sell |
15,917
-104
| -0.6% | -$13.3K | 1.1% | 23 |
|
|
2015
Q4 | $2.11M | Sell |
16,021
-276
| -2% | -$37.1K | 0.98% | 30 |
|
|
2015
Q3 | $2.26M | Buy |
16,297
+283
| +2% | +$41.8K | 0.97% | 29 |
|
|
2015
Q2 | $2.49M | Sell |
16,014
-336
| -2% | -$54K | 0.91% | 30 |
|
|
2015
Q1 | $2.51M | Sell |
16,350
-312
| -2% | -$47.3K | 0.91% | 28 |
|
|
2014
Q4 | $2.56M | Sell |
16,662
-525
| -3% | -$83.5K | 0.84% | 31 |
|
|
2014
Q3 | $3.12M | Buy |
17,187
+2,888
| +20% | +$526K | 0.81% | 30 |
|
|
2014
Q2 | $2.48M | Sell |
14,299
-283
| -2% | -$50.9K | 0.61% | 43 |
|
|
2014
Q1 | $2.68M | Buy |
14,582
+750
| +5% | +$132K | 0.74% | 40 |
|
|
2013
Q4 | $2.48M | Sell |
13,832
-826
| -6% | -$142K | 0.72% | 38 |
|
|
2013
Q3 | $2.59M | Sell |
14,658
-651
| -4% | -$118K | 0.82% | 29 |
|
|
2013
Q2 | $2.8M | Buy |
+15,309
| New | +$2.98M | 0.88% | 31 |
|
Other funds holding IBM
VCM
VPM
Pinnacle Holdings's IBM Position: Q1 2026 in Review
Pinnacle Holdings increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $342K and bringing the position to 11,918 shares worth $2.89M. The position accounts for 0.93% of the portfolio, ranked #36.
Pinnacle Holdings first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.16M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Pinnacle Holdings held 11,918 shares of IBM worth $2.89M as of Q1 2026.
- Pinnacle Holdings bought 1,265 IBM shares in Q1 2026, an estimated $342K.
- IBM made up 0.93% of Pinnacle Holdings's portfolio in Q1 2026, its #36 holding.
- Pinnacle Holdings first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Pinnacle Holdings's IBM position peaked at $3.16M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.