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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
Q2 		$233K Hold
827
– – 0.11% 54
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
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 $3.37T AUM 44.26% 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

Pinney & Scofield's IBM Position: Q2 2026 in Review

Pinney & Scofield held its IBM (IBM) position steady in Q2 2026 at 827 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #54.

Pinney & Scofield first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $245K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pinney & Scofield held 827 shares of IBM worth $233K as of Q2 2026.
  • Pinney & Scofield left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.11% of Pinney & Scofield's portfolio in Q2 2026, its #54 holding.
  • Pinney & Scofield first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's IBM position peaked at $245K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.