Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$486K Hold
1,729
0.14% 50
2026
Q1
$419K Buy
+1,729
New +$468K 0.13% 43

Other funds holding IBM

Ascension Capital Advisors's IBM Position: Q2 2026 in Review

Ascension Capital Advisors held its IBM (IBM) position steady in Q2 2026 at 1,729 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #50.

Ascension Capital Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ascension Capital Advisors held 1,729 shares of IBM worth $486K as of Q2 2026.
  • Ascension Capital Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.14% of Ascension Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • Ascension Capital Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.