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PINNACLE ASSOCIATES LTD: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on IBM, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 160,772 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,772 shares
    Change vs previous 13F +13,094 shares

    0.49% of the 13F portfolio, value $45,210,754.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 147,678 shares
    Change vs previous 13F +7,928 shares

    0.46% of the 13F portfolio, value $35,795,753.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 139,750 shares
    Change vs previous 13F -1,038 shares

    0.53% of the 13F portfolio, value $41,395,220.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 140,788 shares
    Change vs previous 13F +250 shares

    0.53% of the 13F portfolio, value $39,724,755.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 140,538 shares
    Change vs previous 13F -13,590 shares

    0.6% of the 13F portfolio, value $41,427,771.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 154,128 shares
    Change vs previous 13F -558 shares

    0.56% of the 13F portfolio, value $38,325,507.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 154,686 shares
    Change vs previous 13F +23,589 shares

    0.46% of the 13F portfolio, value $34,004,705.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,097 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $21,440,940.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).