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 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 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 West Asset Management's IBM Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its IBM (IBM) stake by 3% in Q1 2026, selling an estimated $49.2K and leaving 5,940 shares worth $1.44M. The position accounts for 0.98% of the portfolio, ranked #31.

Pinnacle West Asset Management first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Pinnacle West Asset Management held 5,940 shares of IBM worth $1.44M as of Q1 2026.
Pinnacle West Asset Management sold 182 IBM shares in Q1 2026, an estimated $49.2K.
IBM made up 0.98% of Pinnacle West Asset Management's portfolio in Q1 2026, its #31 holding.
Pinnacle West Asset Management first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's IBM position peaked at $1.86M in Q2 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.