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Pinnacle West Asset Management’s IBM IBM Stock Holding History

Pinnacle West Asset Management’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 		$1.67M Hold
5,940
– – 1.15% 31
2026
Q1 		$1.44M Sell
5,940
-182
-3% -$49.2K 0.98% 31
2025
Q4 		$1.81M Sell
6,122
-143
-2% -$42.8K 1.18% 27
2025
Q3 		$1.77M Sell
6,265
-35
-0.6% -$9.16K 1.15% 30
2025
Q2 		$1.86M Sell
6,300
-35
-0.6% -$9.02K 1.28% 29
2025
Q1 		$1.57M Hold
6,335
– – 1.14% 31
2024
Q4 		$1.39M Hold
6,335
– – 1% 34
2024
Q3 		$1.4M Buy
6,335
+25
+0.4% +$4.9K 1% 33
2024
Q2 		$1.09M Hold
6,310
– – 0.85% 38
2024
Q1 		$1.21M Sell
6,310
-25
-0.4% -$4.56K 0.96% 38
2023
Q4 		$1.04M Buy
6,335
+260
+4% +$39.3K 0.89% 38
2023
Q3 		$852K Buy
6,075
+340
+6% +$48.4K 0.84% 43
2023
Q2 		$767K Sell
5,735
-100
-2% -$12.9K 0.74% 51
2023
Q1 		$765K Buy
+5,835
New +$781K 0.8% 49

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 $3.38T AUM 44.17% 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 West Asset Management's IBM Position: Q2 2026 in Review

Pinnacle West Asset Management held its IBM (IBM) position steady in Q2 2026 at 5,940 shares worth $1.67M. The position accounts for 1.15% of the portfolio, ranked #31.

Pinnacle West Asset Management first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.86M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pinnacle West Asset Management held 5,940 shares of IBM worth $1.67M as of Q2 2026.
  • Pinnacle West Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 1.15% of Pinnacle West Asset Management's portfolio in Q2 2026, its #31 holding.
  • Pinnacle West Asset Management first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's IBM position peaked at $1.86M in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.