Pinnacle Wealth Management Advisory Group’s IBM IBM Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$3.97M	Sell	16,359 -1,022	-6%	-$277K	0.27%	83
2025 Q4	$5.15M	Sell	17,381 -826	-5%	-$247K	0.35%	58
2025 Q3	$5.14M	Buy	18,207 +419	+2%	+$110K	0.39%	58
2025 Q2	$5.24M	Buy	17,788 +415	+2%	+$107K	0.44%	53
2025 Q1	$4.32M	Buy	17,373 +675	+4%	+$165K	0.4%	59
2024 Q4	$3.67M	Sell	16,698 -1,146	-6%	-$255K	0.34%	65
2024 Q3	$3.94M	Buy	17,844 +364	+2%	+$71.4K	0.38%	61
2024 Q2	$3.02M	Buy	17,480 +5,029	+40%	+$874K	0.31%	73
2024 Q1	$2.38M	Buy	12,451 +383	+3%	+$69.9K	0.26%	81
2023 Q4	$1.97M	Sell	12,068 -151	-1%	-$22.8K	0.23%	87
2023 Q3	$1.71M	Sell	12,219 -42	-0.3%	-$5.98K	0.22%	88
2023 Q2	$1.64M	Buy	12,261 +111	+0.9%	+$14.3K	0.2%	93
2023 Q1	$1.59M	Sell	12,150 -180	-1%	-$24.1K	0.22%	92
2022 Q4	$1.74M	Sell	12,330 -357	-3%	-$49.2K	0.26%	78
2022 Q3	$1.51M	Buy	12,687 +1,480	+13%	+$194K	0.25%	83
2022 Q2	$1.58M	Buy	11,207 +1,510	+16%	+$204K	0.26%	86
2022 Q1	$1.26M	Sell	9,697 -340	-3%	-$44.3K	0.18%	106
2021 Q4	$1.34M	Buy	10,037 +1,035	+11%	+$130K	0.22%	99
2021 Q3	$1.2M	Sell	9,002 -251	-3%	-$33.6K	0.28%	89
2021 Q2	$1.3M	Buy	9,253 +853	+10%	+$117K	0.3%	84
2021 Q1	$1.07M	Sell	8,400 -959	-10%	-$115K	0.3%	76
2020 Q4	$1.13M	Sell	9,359 -4	-0%	-$462	0.34%	72
2020 Q3	$1.09M	Buy	9,363 +498	+6%	+$58.6K	0.38%	71
2020 Q2	$1.02M	Sell	8,865 -131	-1%	-$15.2K	0.38%	72
2020 Q1	$954K	Sell	8,996 -904	-9%	-$114K	0.46%	56
2019 Q4	$1.27M	Buy	9,900 +266	+3%	+$34.6K	0.47%	64
2019 Q3	$1.34M	Buy	9,634 +440	+5%	+$59.4K	0.56%	54
2019 Q2	$1.21M	Buy	9,194 +15	+0.2%	+$1.97K	0.52%	61
2019 Q1	$1.24M	Buy	9,179 +393	+4%	+$50.1K	0.56%	58
2018 Q4	$955K	Sell	8,786 -2,166	-20%	-$260K	0.52%	64
2018 Q3	$1.58M	Hold	10,952	–	–	0.78%	35
2018 Q2	$1.46M	Buy	10,952 +1,261	+13%	+$176K	0.79%	31
2018 Q1	$1.42M	Buy	9,691 +2,160	+29%	+$327K	0.81%	32
2017 Q4	$1.1M	Buy	7,531 +214	+3%	+$31.1K	0.61%	49
2017 Q3	$1.01M	Sell	7,317 -187	-2%	-$26.1K	0.59%	57
2017 Q2	$1.1M	Sell	7,504 -99	-1%	-$14.9K	0.68%	50
2017 Q1	$1.27M	Buy	7,603 +43	+0.6%	+$7.21K	0.88%	34
2016 Q4	$1.2M	Buy	7,560 +548	+8%	+$83.5K	0.86%	37
2016 Q3	$1.06M	Buy	7,012 +73	+1%	+$11.1K	0.81%	42
2016 Q2	$1.01M	Buy	6,939 +91	+1%	+$13K	0.8%	43
2016 Q1	$991K	Buy	6,848 +402	+6%	+$51.3K	0.88%	39
2015 Q4	$848K	Buy	6,446 +1,971	+44%	+$265K	0.77%	44
2015 Q3	$620K	Buy	4,475 +1,182	+36%	+$175K	0.6%	54
2015 Q2	$512K	Sell	3,293 -533	-14%	-$85.7K	0.47%	63
2015 Q1	$587K	Sell	3,826 -37	-1%	-$5.61K	0.53%	60
2014 Q4	$592K	Buy	+3,863	New	+$615K	0.55%	59

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IBM Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its IBM (IBM) stake by 5.9% in Q1 2026, selling an estimated $277K and leaving 16,359 shares worth $3.97M. The position accounts for 0.27% of the portfolio, ranked #83.

Pinnacle Wealth Management Advisory Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.24M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 16,359 shares of IBM worth $3.97M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 1,022 IBM shares in Q1 2026, an estimated $277K.
IBM made up 0.27% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #83 holding.
Pinnacle Wealth Management Advisory Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
Pinnacle Wealth Management Advisory Group's IBM position peaked at $5.24M in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.