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PKS Advisory Services’s IBM IBM Stock Holding History

PKS Advisory Services’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 		$1.26M Buy
4,492
+429
+11% +$108K 0.2% 108
2026
Q1 		$984K Buy
4,063
+91
+2% +$24.6K 0.23% 96
2025
Q4 		$1.18M Sell
3,972
-249
-6% -$74.6K 0.27% 74
2025
Q3 		$1.19M Buy
4,221
+117
+3% +$30.6K 0.25% 74
2025
Q2 		$1.21M Buy
4,104
+130
+3% +$33.5K 0.3% 64
2025
Q1 		$988K Sell
3,974
-175
-4% -$42.8K 0.27% 76
2024
Q4 		$912K Buy
+4,149
New +$924K 0.23% 76

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

PKS Advisory Services's IBM Position: Q2 2026 in Review

PKS Advisory Services increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $108K and bringing the position to 4,492 shares worth $1.26M. The position accounts for 0.2% of the portfolio, ranked #108.

PKS Advisory Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PKS Advisory Services held 4,492 shares of IBM worth $1.26M as of Q2 2026.
  • PKS Advisory Services bought 429 IBM shares in Q2 2026, an estimated $108K.
  • IBM made up 0.2% of PKS Advisory Services's portfolio in Q2 2026, its #108 holding.
  • PKS Advisory Services first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.