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Principal Street Partners’s IBM IBM Stock Holding History

Principal Street Partners’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 		$7.21M Buy
25,622
+332
+1% +$83.6K 1.06% 32
2026
Q1 		$6.13M Sell
25,290
-605
-2% -$164K 1% 46
2025
Q4 		$7.67M Sell
25,895
-571
-2% -$171K 1.29% 21
2025
Q3 		$7.47M Sell
26,466
-7,915
-23% -$2.07M 1.19% 17
2025
Q2 		$10.1M Buy
34,381
+4,175
+14% +$1.08M 0.99% 17
2025
Q1 		$7.51M Buy
30,206
+557
+2% +$136K 1.4% 14
2024
Q4 		$6.52M Sell
29,649
-1,015
-3% -$226K 1.28% 25
2024
Q3 		$6.65M Sell
30,664
-6,583
-18% -$1.29M 1.09% 19
2024
Q2 		$6.44M Sell
37,247
-438
-1% -$76.1K 1.15% 39
2024
Q1 		$6.97M Buy
37,685
+721
+2% +$132K 1.32% 29
2023
Q4 		$6.05M Sell
36,964
-785
-2% -$119K 1.46% 10
2023
Q3 		$5.3M Sell
37,749
-2,138
-5% -$304K 1.05% 18
2023
Q2 		$5.34M Sell
39,887
-1,352
-3% -$174K 1.27% 19
2023
Q1 		$5.41M Sell
41,239
-35
-0.1% -$4.68K 1.37% 23
2022
Q4 		$5.82M Buy
41,274
+876
+2% +$121K 1.47% 22
2022
Q3 		$4.8M Sell
40,398
-3,803
-9% -$499K 1.28% 25
2022
Q2 		$6.24M Buy
44,201
+1,710
+4% +$231K 1.62% 11
2022
Q1 		$5.52M Buy
42,491
+2,810
+7% +$366K 1.27% 27
2021
Q4 		$5.3M Buy
39,681
+2,159
+6% +$271K 1.28% 26
2021
Q3 		$4.98M Sell
37,522
-815
-2% -$109K 1.36% 21
2021
Q2 		$5.37M Sell
38,337
-68,660
-64% -$9.39M 1.42% 13
2021
Q1 		$13.6M Buy
106,997
+71,654
+203% +$8.58M 1.76% 20
2020
Q4 		$4.25M Sell
35,343
-2,846
-7% -$329K 1.3% 30
2020
Q3 		$4.44M Sell
38,189
-1,309
-3% -$154K 1.56% 20
2020
Q2 		$4.56M Sell
39,498
-13,358
-25% -$1.55M 1.7% 17
2020
Q1 		$5.61M Buy
+52,856
New +$6.68M 2.35% 9

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

Principal Street Partners's IBM Position: Q2 2026 in Review

Principal Street Partners increased its IBM (IBM) stake by 1.3% in Q2 2026, buying an estimated $83.6K and bringing the position to 25,622 shares worth $7.21M. The position accounts for 1.06% of the portfolio, ranked #32.

Principal Street Partners first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.6M in Q1 2021. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Principal Street Partners held 25,622 shares of IBM worth $7.21M as of Q2 2026.
  • Principal Street Partners bought 332 IBM shares in Q2 2026, an estimated $83.6K.
  • IBM made up 1.06% of Principal Street Partners's portfolio in Q2 2026, its #32 holding.
  • Principal Street Partners first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Principal Street Partners's IBM position peaked at $13.6M in Q1 2021.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.