Westside Investment Management’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.5M | Sell |
601,715
-12,299
| -2% | -$188K | 1.38% | 14 |
|
|
2026
Q1 | $6.78M | Sell |
614,014
-4,350
| -0.7% | -$45.6K | 1.04% | 20 |
|
|
2025
Q4 | $6.54M | Buy |
618,364
+10,800
| +2% | +$112K | 1.05% | 21 |
|
|
2025
Q3 | $6.93M | Sell |
607,564
-725
| -0.1% | -$8.44K | 1.11% | 22 |
|
|
2025
Q2 | $6.64M | Hold |
608,289
| – | – | 1.23% | 17 |
|
|
2025
Q1 | $5.51M | Sell |
608,289
-17,650
| -3% | -$160K | 1.17% | 18 |
|
|
2024
Q4 | $4.53M | Buy |
625,939
+3,100
| +0.5% | +$23K | 0.96% | 26 |
|
|
2024
Q3 | $4.44M | Sell |
622,839
-4,700
| -0.7% | -$31.7K | 0.95% | 25 |
|
|
2024
Q2 | $3.19M | Sell |
627,539
-27,725
| -4% | -$132K | 0.73% | 33 |
|
|
2024
Q1 | $2.84M | Sell |
655,264
-81,800
| -11% | -$337K | 0.68% | 36 |
|
|
2023
Q4 | $3.24M | Sell |
737,064
-28,550
| -4% | -$111K | 0.83% | 30 |
|
|
2023
Q3 | $2.31M | Buy |
765,614
+61,600
| +9% | +$211K | 0.67% | 36 |
|
|
2023
Q2 | $2.49M | Buy |
704,014
+20,000
| +3% | +$69.3K | 0.7% | 33 |
|
|
2023
Q1 | $2.66M | Sell |
684,014
-48,175
| -7% | -$202K | 0.78% | 31 |
|
|
2022
Q4 | $3.99K | Buy |
732,189
+27,400
| +4% | +$92.4K | 0.01% | 218 |
|
|
2022
Q3 | $7.49K | Buy |
704,789
+69,300
| +11% | +$222K | 0.02% | 211 |
|
|
2022
Q2 | $3.85K | Sell |
635,489
-11,300
| -2% | -$51.5K | 0.01% | 219 |
|
|
2022
Q1 | $4.92K | Buy |
646,789
+83,750
| +15% | +$454K | 0.01% | 213 |
|
|
2021
Q4 | $5.72K | Buy |
563,039
+6,490
| +1% | +$46K | 0.01% | 206 |
|
|
2021
Q3 | $4.01K | Sell |
556,549
-2,700
| -0.5% | -$21.1K | 0.01% | 212 |
|
|
2021
Q2 | $4.9K | Buy |
559,249
+18,100
| +3% | +$151K | 0.01% | 205 |
|
|
2021
Q1 | $4.46K | Sell |
541,149
-70,275
| -11% | -$603K | 0.01% | 195 |
|
|
2020
Q4 | $9.92K | Buy |
611,424
+6,375
| +1% | +$38.3K | 0.03% | 143 |
|
|
2020
Q3 | $3.21K | Sell |
605,049
-125,175
| -17% | -$578K | ﹤0.01% | 167 |
|
|
2020
Q2 | $9.69K | Buy |
730,224
+133,750
| +22% | +$334K | 0.01% | 133 |
|
|
2020
Q1 | $1.22K | Buy |
+596,474
| New | +$2.05M | ﹤0.01% | 176 |
|
|
2019
Q2 | $1.33K | Buy |
+310,500
| New | +$1.67M | ﹤0.01% | 106 |
|
|
2018
Q4 | $824K | Buy |
139,400
+11,300
| +9% | +$81.4K | 0.3% | 59 |
|
|
2018
Q3 | $897K | Buy |
128,100
+22,950
| +22% | +$185K | 0.29% | 57 |
|
|
2018
Q2 | $910K | Buy |
105,150
+52,275
| +99% | +$505K | 0.32% | 50 |
|
|
2018
Q1 | $568K | Buy |
52,875
+20,250
| +62% | +$251K | 0.31% | 69 |
|
|
2017
Q4 | $379K | Buy |
32,625
+27,025
| +483% | +$318K | 0.21% | 104 |
|
|
2017
Q3 | $78K | Hold |
5,600
| – | – | 0.05% | 226 |
|
|
2017
Q2 | $84.6K | Hold |
5,600
| – | – | 0.06% | 215 |
|
|
2017
Q1 | $72.7K | Buy |
+5,600
| New | +$79.1K | 0.03% | 225 |
|
Other funds holding PBI
PC
HCM
Westside Investment Management's PBI Position: Q2 2026 in Review
Westside Investment Management reduced its Pitney Bowes (PBI) stake by 2% in Q2 2026, selling an estimated $188K and leaving 601,715 shares worth $10.5M. The position accounts for 1.38% of the portfolio, ranked #14.
Westside Investment Management first reported a position in PBI in Q1 2017 and has held it in 35 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.
- Westside Investment Management held 601,715 shares of Pitney Bowes worth $10.5M as of Q2 2026.
- Westside Investment Management sold 12,299 Pitney Bowes shares in Q2 2026, an estimated $188K.
- Pitney Bowes made up 1.38% of Westside Investment Management's portfolio in Q2 2026, its #14 holding.
- Westside Investment Management first reported a position in Pitney Bowes in Q1 2017 and has held it in 35 quarters since.
- 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.