Pinney & Scofield’s IBM IBM Stock Holding History

Pinney & Scofield’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	$200K	Buy	827 +1	+0.1%	+$271	0.11%	55
2025 Q4	$245K	Hold	826	–	–	0.14%	47
2025 Q3	$233K	Buy	826 +1	+0.1%	+$262	0.14%	47
2025 Q2	$243K	Hold	825	–	–	0.16%	46
2025 Q1	$205K	Buy	825 +1	+0.1%	+$245	0.15%	48
2024 Q4	$181K	Buy	+824	New	+$184K	0.14%	53

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

Pinney & Scofield's IBM Position: Q1 2026 in Review

Pinney & Scofield increased its IBM (IBM) stake by 0.12% in Q1 2026, buying an estimated $271 and bringing the position to 827 shares worth $200K. The position accounts for 0.11% of the portfolio, ranked #55.

Pinney & Scofield first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Pinney & Scofield held 827 shares of IBM worth $200K as of Q1 2026.
Pinney & Scofield bought 1 IBM share in Q1 2026, an estimated $271.
IBM made up 0.11% of Pinney & Scofield's portfolio in Q1 2026, its #55 holding.
Pinney & Scofield first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's IBM position peaked at $245K in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.