Pinnacle Wealth Planning Services’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 | $1.76M | Buy |
7,280
+44
| +0.6% | +$11.9K | 0.18% | 64 |
|
|
2025
Q4 | $2.14M | Buy |
7,236
+487
| +7% | +$146K | 0.22% | 52 |
|
|
2025
Q3 | $1.9M | Buy |
6,749
+472
| +8% | +$124K | 0.22% | 59 |
|
|
2025
Q2 | $1.85M | Buy |
6,277
+2,693
| +75% | +$694K | 0.24% | 51 |
|
|
2025
Q1 | $891K | Buy |
3,584
+265
| +8% | +$64.8K | 0.13% | 89 |
|
|
2024
Q4 | $730K | Sell |
3,319
-2,089
| -39% | -$465K | 0.11% | 108 |
|
|
2024
Q3 | $1.2M | Buy |
5,408
+478
| +10% | +$93.7K | 0.16% | 83 |
|
|
2024
Q2 | $853K | Sell |
4,930
-1
| -0% | -$174 | 0.12% | 105 |
|
|
2024
Q1 | $942K | Sell |
4,931
-258
| -5% | -$47.1K | 0.14% | 103 |
|
|
2023
Q4 | $849K | Sell |
5,189
-44
| -0.8% | -$6.65K | 0.13% | 106 |
|
|
2023
Q3 | $734K | Sell |
5,233
-3
| -0.1% | -$427 | 0.12% | 106 |
|
|
2023
Q2 | $701K | Sell |
5,236
-316
| -6% | -$40.8K | 0.11% | 122 |
|
|
2023
Q1 | $728K | Sell |
5,552
-1,031
| -16% | -$138K | 0.12% | 123 |
|
|
2022
Q4 | $927K | Buy |
6,583
+880
| +15% | +$121K | 0.16% | 90 |
|
|
2022
Q3 | $678K | Sell |
5,703
-744
| -12% | -$97.6K | 0.13% | 104 |
|
|
2022
Q2 | $910K | Buy |
6,447
+3,509
| +119% | +$474K | 0.16% | 97 |
|
|
2022
Q1 | $382K | Buy |
2,938
+19
| +0.7% | +$2.48K | 0.07% | 220 |
|
|
2021
Q4 | $390K | Sell |
2,919
-845
| -22% | -$106K | 0.08% | 211 |
|
|
2021
Q3 | $500K | Buy |
3,764
+195
| +5% | +$26.1K | 0.11% | 138 |
|
|
2021
Q2 | $500K | Buy |
3,569
+60
| +2% | +$8.21K | 0.12% | 135 |
|
|
2021
Q1 | $447K | Buy |
3,509
+909
| +35% | +$109K | 0.11% | 140 |
|
|
2020
Q4 | $313K | Buy |
2,600
+353
| +16% | +$40.8K | 0.07% | 188 |
|
|
2020
Q3 | $261K | Buy |
2,247
+343
| +18% | +$40.4K | 0.09% | 189 |
|
|
2020
Q2 | $220K | Sell |
1,904
-1,388
| -42% | -$161K | 0.07% | 206 |
|
|
2020
Q1 | $349K | Buy |
3,292
+925
| +39% | +$117K | 0.17% | 122 |
|
|
2019
Q4 | $303K | Buy |
2,367
+245
| +12% | +$31.8K | 0.14% | 150 |
|
|
2019
Q3 | $295K | Buy |
2,122
+567
| +36% | +$76.5K | 0.16% | 126 |
|
|
2019
Q2 | $206K | Buy |
+1,555
| New | +$204K | 0.12% | 154 |
|
|
2018
Q4 | – | Sell |
-1,633
| Closed | -$235K | – | 169 |
|
|
2018
Q3 | $235K | Buy |
1,633
+107
| +7% | +$15K | 0.21% | 149 |
|
|
2018
Q2 | $204K | Sell |
1,526
-118
| -7% | -$16.5K | 0.2% | 162 |
|
|
2018
Q1 | $241K | Buy |
+1,644
| New | +$249K | 0.25% | 134 |
|
Other funds holding IBM
VCM
VPM
Pinnacle Wealth Planning Services's IBM Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its IBM (IBM) stake by 0.61% in Q1 2026, buying an estimated $11.9K and bringing the position to 7,280 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #64.
Pinnacle Wealth Planning Services first reported a position in IBM in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.14M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Pinnacle Wealth Planning Services held 7,280 shares of IBM worth $1.76M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 44 IBM shares in Q1 2026, an estimated $11.9K.
- IBM made up 0.18% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #64 holding.
- Pinnacle Wealth Planning Services first reported a position in IBM in Q1 2018 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's IBM position peaked at $2.14M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.