IBM β€” INTERNATIONAL BUSINESS MACHS

Ownership history in Pingora Partners LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Pingora Partners LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.78% (2025 Q2)
πŸ“Š Avg. % of fund
1.34%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Pingora Partners LLC Γ— IBM AI Analytics

πŸ“ˆ Pingora Partners LLC outperformed the S&P 500 by +14.8% annually on this IBM position. Average cost basis: $180.27. Maximum drawdown during holding period: –8.5%.

πŸ“ˆ Position Alpha vs SPY
+14.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.8% per year on this position.
7 quarters analyzed

πŸ’° Entry Quality
$180.27
+63.4% vs current ($294.53)

Best entry: $180.27 (2024 Q1)  Β·  Worst: $180.27 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–8.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Pingora Partners LLC has been actively increasing its IBM allocation β€” a bullish signal from insiders.
Currently 1.46% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IBM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,070 -20 -0.2% 1.46% $2.4M $294.53
2025 Q3 UNCHANGED 8,090 β€” 0% 1.52% $2.3M $279.02
2025 Q2 UNCHANGED 8,090 β€” 0% 1.78% $2.4M $289.54
2025 Q1 REDUCED 8,090 -100 -1.2% 1.49% $2.0M $242.63
2024 Q4 UNCHANGED 8,190 β€” 0% 1.18% $1.8M $213.08
2024 Q3 UNCHANGED 8,190 β€” 0% 1.28% $1.8M $212.61
2024 Q2 UNCHANGED 8,190 β€” 0% 1.00% $1.4M $164.89
2024 Q1 ADDED 8,190 +30 +0.4% 1.14% $1.6M $180.27
2023 Q4 INITIATED 8,160 β€” β€” 1.18% $1.3M β€”

🏒 Other funds also holding IBM

As of 2025 Q4 β€” sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%
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